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CRD 307653
MIAMI, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Guilherme Verzola Lima Barreto | Certified Financial Planner | MIAMI, FL | 5 | 11 | n/a | no |
| BRUNO S COSTA | Chartered Financial Analyst | MIAMI, FL | 5 | 13 | 1 | no |
| LUCAS AIACHE ARFELLI | n/a | MIAMI, FL | 5 | 10 | n/a | no |
| JULIANA MOREIRA TRAINA | n/a | MIAMI, FL | 4 | 15 | n/a | no |
| KRISHNA LLANO RIBEIRO | n/a | MIAMI, FL | 3 | 20 | n/a | no |
| RODRIGO STRICKLAND FARO | n/a | MIAMI, FL | 1 | 23 | 1 | no |
| Alexander Gorra | n/a | MIAMI, FL | Cobertura 1 | 1 | 18 | n/a | no |
| Joao Paulo Hollanda Barroso | n/a | MIAMI, FL | 1 | 10 | 1 | no |
| Luis Felipe Gouvea Vieira | n/a | MIAMI, FL | 0 | 19 | n/a | no |
| BRUNA BIANCHINI SATO | n/a | MIAMI, FL | 0 | 15 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| AIACHE ARFELLI, LUCAS | MEMBER / ELECTED MANAGER | Na | yes | 05/2021 | Jul 14, 2021 | Mar 19, 2024 |
| da Fonte Filho, Henrique, Andrade Lima | MEMBER / ELECTED MANAGER | D | yes | 11/2019 | Feb 24, 2020 | Mar 19, 2024 |
| RIBEIRO, KRISHNA, LLANO | MEMBER / ELECTED MANAGER | A | yes | 05/2021 | Jul 14, 2021 | Mar 19, 2024 |
| Tavares, Rita | MEMBER / ELECTED MANAGER | B | yes | 11/2019 | Feb 24, 2020 | Mar 19, 2024 |
| TRAINA, JULIANA, MOREIRA | MEMBER / ELECTED MANAGER | A | yes | 11/2019 | Feb 24, 2020 | Mar 19, 2024 |
| vandeBeek, Peter, Tyler | CHIEF COMPLIANCE OFFICER | Na | no | 07/2023 | Jul 20, 2023 | Mar 19, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 2, 2026 | $3.0B | $1.9B | 17 | 6 | 0 | n/a | n/a |
| 2024 | Mar 31, 2025 | $1.7B | $645M | 16 | 6 | 0 | n/a | n/a |
| 2023 | Mar 19, 2024 | $1.5B | $596M | 16 | 6 | 0 | n/a | n/a |
| 2022 | Mar 30, 2023 | $1.4B | $643M | 10 | 5 | 0 | n/a | n/a |
| 2021 | Mar 25, 2022 | $1.3B | $586M | 8 | 4 | 0 | n/a | n/a |
| 2020 | Mar 30, 2021 | $1.0B | $369M | 8 | 4 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 2 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $3.0B | $1.7B | 79.5% | $1.4B | 29.2% | 17 | 16 | 0 | 0 |