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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

BRASIL PLURAL INVESTMENT ADVISOR LLC

CRD 288563

MIAMI, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:89e36131-840a-fdb8-ec46-8a9ef696e579

Data as of Jul 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 5
On other graphs: 0
Observed: May 15, 2017 to Jul 31, 2026
13 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: mixed wealth managerderivedprivate_client_share=0.48 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=5.0
Regulatory AUM: $202MItem 5.F on the latest filing (2026-07-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $196M
Private client RAUM: $96.5MderivedItem 5.D individuals plus high net worth individuals
Private client share: 48%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 13
RAUM per advisor: $15.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 14
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 417
Individual clients: 353
High net worth clients: 20
SEC number: 801-134618
CRD: 288563
Filings on the tape: 13
First filed: May 15, 2017
Latest filed: Jul 31, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Priscilla Chor Goldenstein	Chartered Financial Analyst	MIAMI, FL \| NEW YORK, NY	5	10	n/a	yes
Lauro Akira Neuppmann Takata	n/a	New York City, NY \| MIAMI, FL	2	10	n/a	no
FABIO KAUSS RAMALHO	n/a	MIAMI, FL \| SCARSDALE, NY	1	15	n/a	no
MARCO ANTONIO OLIVEIRA MURICY	n/a	MIAMI, FL	1	11	2	yes
RENATO BUCHOLTZ	n/a	MIAMI, FL	0	16	n/a	no
DIOGO CAVALCANTI	n/a	MIAMI, FL	0	17	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRASIL PLURAL HOLDINGS LLC	Member	E	yes	05/2017	May 15, 2017	Jan 22, 2018
DE ALBUQUERQUE SOUSA, DANIEL, PEDROSA	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER	A	yes	05/2017	May 15, 2017	Jan 22, 2018
HOLDING PLURAL S.A.	CONTROLLING SHAREHOLDER	E	yes	04/2012	May 15, 2017	Jan 22, 2018
PLURAL CAPITAL EMPREENDIMENTOS E PARTICIPACOES LTDA	SOLE OWNER	E	yes	09/2011	May 15, 2017	Jan 22, 2018
RIECHERT, RODOLFO, NMN	CEO/ SHAREHOLDER	C	yes	04/2012	May 15, 2017	Jan 22, 2018
SCHWARTZ, ANDRE, NMN	DEPUTY/ SHAREHOLDER	C	yes	04/2012	May 15, 2017	Jan 22, 2018

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BRASIL PLURAL SECURITIES LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Miami	FL	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 1 of 2

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 13, 2026	$202M	$196M	14	14	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	3	-2	23.1%	0	0	0	3	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$202M	n/a	n/a	n/a	n/a	14	n/a	2	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
VELARIS WEALTH MANAGEMENT	2	Apr 21, 2026	Jun 1, 2026	MIAMI, FL	Team lift out	RIA to new firm	13.3%

Relationships

Registered with (17)

← DIOGO CAVALCANTIAdvisorregistration: current employment
Jun 10, 2026 to presentfactForm ADV
← Lorenzo Pereira WeberAdvisorregistration: current employment
Apr 6, 2026 to presentfactForm ADV
← RENATO BUCHOLTZAdvisorregistration: current employment
Sep 30, 2025 to presentfactForm ADV
← MARCO ANTONIO OLIVEIRA MURICYAdvisorregistration: current employment
Aug 7, 2025 to presentfactForm ADV
← FABIO KAUSS RAMALHOAdvisorregistration: current employment
Oct 30, 2024 to presentfactForm ADV
← Lauro Akira Neuppmann TakataAdvisorregistration: current employment
May 23, 2024 to presentfactForm ADV
← Joao Renato Lacerda CorbelliniAdvisorregistration: current employment
Aug 4, 2023 to presentfactForm ADV
← LUIS GUILHERME APELFELDAdvisorregistration: current employment
Jun 27, 2023 to presentfactForm ADV
← Eraldo De Paola NetoAdvisorregistration: current employment
Jun 7, 2023 to presentfactForm ADV
← ANTONIO ANDRADEAdvisorregistration: current employment
Jun 7, 2023 to presentfactForm ADV
← ERIC CARRIERI TAYLORAdvisorregistration: current employment
Jun 7, 2023 to presentfactForm ADV
← Priscilla Chor GoldensteinAdvisorregistration: current employment
Mar 31, 2021 to presentfactForm ADV
← Victor Luiz MecozziAdvisorregistration: previous registration
Nov 21, 2019 to Dec 31, 2020factForm ADV
← MARCELO PIRES HARTWIGAdvisorregistration: previous registration
Nov 12, 2025 to Apr 29, 2026factForm ADV
← GUILHERME MANZANO DA SILVA LEITEAdvisorregistration: previous registration
Nov 13, 2025 to Apr 29, 2026factForm ADV
← Daniel Bochnia StapffAdvisorregistration: previous registration
Mar 7, 2024 to Apr 21, 2026factForm ADV
← GUSTAVO C. FARHATAdvisorregistration: previous registration
Sep 28, 2017 to Feb 28, 2018factForm ADV

Moved with (1)

→ VELARIS WEALTH MANAGEMENTRegistered adviser2 advisors, team lift out
Apr 21, 2026 to Jun 1, 2026factForm ADV

Controls (6)

← RIECHERT, RODOLFO, NMNOwnerCEO/ SHAREHOLDER, ownership code C, individual
May 15, 2017 to Jan 22, 2018factForm ADV
← SCHWARTZ, ANDRE, NMNOwnerDEPUTY/ SHAREHOLDER, ownership code C, individual
May 15, 2017 to Jan 22, 2018factForm ADV
← DE ALBUQUERQUE SOUSA, DANIEL, PEDROSAOwnerCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER, ownership code A, individual
May 15, 2017 to Jan 22, 2018factForm ADV
← BRASIL PLURAL HOLDINGS LLCOwnerMEMBER, ownership code E, domestic entity
May 15, 2017 to Jan 22, 2018factForm ADV
← HOLDING PLURAL S.A.OwnerCONTROLLING SHAREHOLDER, ownership code E, foreign entity
May 15, 2017 to Jan 22, 2018factForm ADV
← PLURAL CAPITAL EMPREENDIMENTOS E PARTICIPACOES LTDAOwnerSOLE OWNER, ownership code E, foreign entity
May 15, 2017 to Jan 22, 2018factForm ADV

Dated events

Occurred
Apr 29, 2026
Advisor changed firm
Marcelo Pires Hartwig left Brasil Plural Investment Advisor Llc for Velaris Wealth Management (registered 2026-06-01)
Form ADVobserved 6 days ago
Occurred
Apr 29, 2026
Advisor changed firm
Guilherme Manzano Da Silva Leite left Brasil Plural Investment Advisor Llc for Velaris Wealth Management (registered 2026-06-01)
Form ADVobserved 6 days ago
Occurred
Apr 21, 2026
Team lift-out
2 advisors left Brasil Plural Investment Advisor LLC (Miami, FL) for Velaris Wealth Management within 8 days
Form ADVobserved 6 days ago
2 advisors
Occurred
Apr 21, 2026
Advisor changed firm
Daniel Bochnia Stapff left Brasil Plural Investment Advisor Llc for Velaris Wealth Management (registered 2026-04-02)
Form ADVobserved 6 days ago
Occurred
May 15, 2017
First Form ADV filing
Brasil Plural Investment Advisor Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:89e36131-840a-fdb8-ec46-8a9ef696e579
First observed: May 15, 2017
Last observed: Jul 31, 2026 52 days 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.

BRASIL PLURAL INVESTMENT ADVISOR LLC

CRD 288563

MIAMI, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:89e36131-840a-fdb8-ec46-8a9ef696e579

Data as of Jul 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:33 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Priscilla Chor Goldenstein

Chartered Financial Analyst

MIAMI, FL | NEW YORK, NY

n/a

yes

Lauro Akira Neuppmann Takata

n/a

New York City, NY | MIAMI, FL

n/a

FABIO KAUSS RAMALHO

n/a

MIAMI, FL | SCARSDALE, NY

n/a

MARCO ANTONIO OLIVEIRA MURICY

n/a

MIAMI, FL

yes

RENATO BUCHOLTZ

n/a

MIAMI, FL

n/a

DIOGO CAVALCANTI

n/a

MIAMI, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRASIL PLURAL HOLDINGS LLC

Member

yes

05/2017

May 15, 2017

Jan 22, 2018

DE ALBUQUERQUE SOUSA, DANIEL, PEDROSA

CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER

yes

05/2017

May 15, 2017

Jan 22, 2018

HOLDING PLURAL S.A.

CONTROLLING SHAREHOLDER

yes

04/2012

May 15, 2017

Jan 22, 2018

PLURAL CAPITAL EMPREENDIMENTOS E PARTICIPACOES LTDA

SOLE OWNER

yes

09/2011

May 15, 2017

Jan 22, 2018

RIECHERT, RODOLFO, NMN

CEO/ SHAREHOLDER

yes

04/2012

May 15, 2017

Jan 22, 2018

SCHWARTZ, ANDRE, NMN

DEPUTY/ SHAREHOLDER

yes

04/2012

May 15, 2017

Jan 22, 2018

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BRASIL PLURAL SECURITIES LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Miami

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 13, 2026

$202M

$196M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

23.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$202M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

VELARIS WEALTH MANAGEMENT

Apr 21, 2026

Jun 1, 2026

MIAMI, FL

Team lift out

RIA to new firm

13.3%