Squadra Investments Gestao De Recursos Ltda. is a large advisory firm based in Rio De Janeiro. It manages $1.73 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2012.
Squadra Investments Gestao De Recursos Ltda provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Squadra Investments Gestao De Recursos Ltda. is $1.73 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 312% since the beginning of its operation, and $1.35 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Squadra Investments Gestao De Recursos Ltda. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Squadra Investments Gestao De Recursos Ltda is pooled investment vehicles with 13 clients and $888.94 million of assets under management. Among the 9 most similar advisory firms, Squadra Investments Gestao De Recursos Ltda has the 5th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $888.94 million for 13 clients. 72% of the firm’s clients are foreign persons or businesses.
Squadra Investments Gestao De Recursos Ltda also advises several private funds. Namely, four hedge funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $50,000,000.
The company employs 20 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Squadra Investments Gestao De Recursos Ltda. performs its advisory services is located at Av. Borges De Medeiros 633/704 Leblon, Rio De Janeiro, 22430 041, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 5521-3622-8070 or by fax 5521-3622-8081. The normal business hours are 09:00 am / 7:00 pm (brst) on Monday - Friday.