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Building 23J CAPITAL

Map pinSAO PAULO
Phone55(11) 99637-6317
NotebookSEC #801-112499
Total AUM
$238M
Employees
5
Clients
141

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
AV BRIGADEIRO FARIA LIMA, 2954, CJ 52
JARDIM PAULISTANO
SAO PAULO
01451-901
Brazil
Operating Hours
9:00-18:00
Monday - Friday
Phone
55(11) 99637-6317

ReceiptFinancials

Total AUM
$238M
Accounts
141
Discretionary
$238M
Accounts
141
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
140
AUM
$232.7M
Pooled Vehicle Clients
1
AUM
$5.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Other FeeCharges Percentage AUM
Other Compensation
REBATES; RETROCESSIONS

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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