DFX Intelligence

Q••••• G••••• D• R••••••• S•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserAsset managerSEC registeredRAUM 100m 1b

Q••••• G••••• D• R••••••• S•••

CRD 324520

SAO PAULO

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Data as of May 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 10
On other graphs: 1
Observed: Mar 16, 2023 to May 5, 2026
13 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Creditidentity

Q••••• G••••• D• R••••••• S•••

Private credit manager · key_crd, shared_crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.9 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $816M••• Locked
Discretionary RAUM: $635M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 19

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
Q• D••••••••• C••••• F•••• L••	Other Private Fund	$84.0M	May 5, 2026	37	Jan 2, 2024	reported	021-292985
Q• P• L••••• D••••••••• M••••• F•••• L•	Other Private Fund	$11.0M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••• S•••• F••••• L••••	Cco	Na	yes	09/2023	Sep 21, 2023	Oct 1, 2024
S••••• N••••• C••••••	Cio	Na	yes	12/2020	Mar 16, 2023	Oct 1, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
Q••••• G•••••• P••••••• L••	n/a	n/a	n/a	N	yes	n/a
Q••••• S•••••••• D• C•••••• D••••• S•••	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$816M	$849M	-3.9%	n/a	n/a	19	19	0	0

Relationships

Advises (3)

→ Q• D••••••••• C••••• F•••• L••Private fundOther Private Fund, IA
Jan 2, 2024 to presentfactForm ADV
→ Q• P• L••••• D••••••••• M••••• F•••• L•Private fundOther Private Fund, IA
Jan 2, 2024 to presentfactForm ADV
→ Q• D••••••••• C••••• F••• I•• L••Private fundOther Private Fund, IA
Jan 2, 2024 to presentfactForm ADV

Controls (2)

Dated events

1 bookkeeping event (roster, classification and holdings changes) folded below

Order

Occurred
5 May 2026
Ria majority owner change
••• Locked
Form ADV
Occurred
5 May 2026
Ria principal change
••• Locked
Form ADV
Occurred
5 May 2026
Ria indirect owner change2 events
Q••••• G••••• D• R••••••• S•••: ria indirect owner change, 2 events, on 5 May 2026
- ••• Locked
- ••• Locked
Occurred
1 Oct 2024
Control person left
••• Locked
Form ADV
Occurred
2 Jan 2024
Regulatory AUM changed
••• Locked
Form ADV
$299M

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 16, 2023
Last observed: May 5, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.