DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Bradesco Global Advisors

Asset manager (funds and pooled vehicles)Coral Gables, FloridaCRD 134416SEC 801-123555websiteIAPD
Legal name Bradesco Global Advisors Inc.
Latest filing Apr 7, 2026
First filing on the tape Mar 30, 2012 · 26 filings
SEC status approved since Mar 28, 2022
RAUM
$182M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
8.6%
$15.6M individuals and HNW
Advisors
24
registered through the firm on IAPD
RAUM per advisor
$7.6M
derived; firm RAUM over IAPD count
Employees
21
11 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$182M as of Apr 7, 2026
Mar 30, 2012$292M then
HNW client RAUM$5.2M as of Apr 7, 2026
Mar 11, 2024$6.3M then
State-registered IARs (5.B.3)11 as of Apr 7, 2026
Feb 28, 20135 then
Employees (5.A)21 as of Apr 7, 2026
Feb 28, 20137 then
Private funds: no history
RAUM +5.1% over the last fiscal year-3.2% a year over threeIARs 10 to 11
Practice profile
derived from the filing of Apr 7, 2026; every figure names its basis
Archetypes, each a printed rule
  • Bank affiliated · Item 7.A.6 or 7.A.7 (bank or trust company affiliate) and a bank, bancorp or trust company as a 50 percent or greater owner on Schedule A
RAUM per advisor
$7.6MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
50derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$35,753derivedHNW RAUM over HNW clients
Average account
$151,792derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
0.9derivedItem 5.A over advisors
Advisors per office
24.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+5.1%derivedbetween the last two annual amendments
Advisor growth, one year
+10%derivedItem 5.B.3 between annual amendments
Client growth, one year
-38%derived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for pooled vehicles, otherreportedItem 5.G
Wrap fee program
$15.6MreportedItem 5.I
Ownership
a bank, bancorp or trust company is a 50 percent or greater ownerderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$166M91%
  • Individuals$10.4M5.8%
  • High-net-worth individuals$5.2M2.9%
Individual clients
1,049reported
HNW clients
145reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
1,196reported
Financial planning clients
0reported
Wrap fee programs
$15.6M sponsored, $0 managedreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.09 fund_share=0.91 institutional_share=0.0 related_bd=true related_bank=false bd_reps=21.0derived
Advisors registered through the firm
24 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Mauricio Franco Goulart Da CunhaCoral Gables, FlMay 17, 202119 y3
Sergio Vizintas EstefanoCertified Financial PlannerCoral Gables, FlNov 12, 202127 y3
Dulce Maria Galindo GnibusCoral Gables, FlFeb 14, 202213 y1
Nestor J LopezCoral Gables, FlMay 5, 202214 y1
Eiji AonoCoral Gables, FlJun 21, 202211 y0
Luiza Bassuma AlonsoCoral Gables, FlSep 15, 202310 y0
Rodolfo AponteCoral Gables, FlDec 4, 202312 y0
Douglas GuideliCoral Gables, FlMar 19, 202412 y1
Raphael Augusto FreitasCoral Gables, FlApr 23, 202412 y2
Gabriel Ignacio Osio SmithChartered Financial AnalystCoral Gables, FlMay 28, 202411 y1
Eduardo Da Silveira GomesCoral Gables, FlMay 28, 202411 y1
Daniel Marques PereiraChartered Financial AnalystCoral Gables, FlJun 7, 202410 y0
Maria Eduarda ReginoCoral Gables, FlJun 27, 202413 y0
Fernando Moscoso LealCoral Gables, FlOct 10, 202412 y0
Marco Antonio Vieira SadallaCoral Gables, FlDec 16, 202413 y3
Lucas GoncalvesCoral Gables, FlApr 4, 202512 y1
Guilherme Porfirio FerlaCoral Gables, FlJul 2, 202520 y0
Victor Queiroz SantosCoral Gables, FlOct 24, 202511 y0
Gabriel Mendes De OliveiraCoral Gables, FlFeb 4, 202611 y0
Henrique Ponse CardosoCoral Gables, FlMar 24, 202612 y1
Felipe DabbahCoral Gables, FlMay 11, 202615 y0
Giuliano Andrei Jardim Cristofano Dal C MChartered Financial AnalystCoral Gables, FlMay 14, 202612 y0
Luis Felipe Thomaz Henriques OliveiraChartered Financial AnalystCoral Gables, FlMay 27, 202612 y2
Marcos Vinicius Rodrigues VivacquaCoral Gables, FlJul 13, 202611 y0
Advisor movement
3 left, 3 joined in 12 months
net 0 in 12 months2 left in 90 days0 joined in 90 daysdeparture rate 13% of current headcount7 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Eiji Aono · Chief Investment Officercontrol
    since 04/2022 · owns less than 5%
  • Maria Dulce Galindo Gnibus · Chief Compliance Officercontrol
    since 11/2021 · owns less than 5%
  • Franco Mauricio Goulart Da Cunha · Executive Representativecontrol
    since 10/2023 · owns less than 5%
  • Alberto Carlos Villela · Chief Accounting Officercontrol
    since 11/2021 · owns less than 5%
  • Garcia Luciano Guilherme · Head Of Digital Products
    since 10/2023 · owns less than 5%
Entity owners
  • Bradesco Bank · Owner
    direct · owns 75% or more
  • Banco Bradesco S.A. · Shareholder
    indirect · owns 75% or more of Lecce Holdings S.A · public reporting company
  • Lecce Holdings S.A · Shareholder
    indirect · owns 75% or more of Bradesco Bank
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Coral Gables, Fl · principal2473
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
  • clients down average size upCombination · filing Apr 7, 2026
    private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $172,709,474 to $181,543,478, advisors 10 to 11, private clients 1939 to 1194, offices 0 to 0 (2025-02-19 to 2026-04-07)
    peers: asset managers, $100M to $500M (1,567)
How anomalies are measured
What changed
consecutive filings, newest first
  • Accounts · 1,941 to 1,196
    Feb 19, 2025 to Mar 24, 2026
  • Advisory employees · 10 to 11
    Feb 19, 2025 to Mar 24, 2026
  • BD registered reps · 18 to 21
    Feb 19, 2025 to Mar 24, 2026
  • HNW clients · 233 to 145
    Feb 19, 2025 to Mar 24, 2026
  • Individual clients · 1,706 to 1,049
    Feb 19, 2025 to Mar 24, 2026
  • Employees · 18 to 21
    Feb 19, 2025 to Mar 24, 2026
  • State-registered IARs · 10 to 11
    Feb 19, 2025 to Mar 24, 2026
  • Discretionary RAUM · $173M to $182M
    Feb 19, 2025 to Mar 24, 2026
  • HNW RAUM · $4.0M to $5.2M
    Feb 19, 2025 to Mar 24, 2026
  • Individual RAUM · $8.8M to $10.4M
    Feb 19, 2025 to Mar 24, 2026
  • Pooled vehicle RAUM · $160M to $166M
    Feb 19, 2025 to Mar 24, 2026
  • RAUM · $173M to $182M
    Feb 19, 2025 to Mar 24, 2026
  • Wrap assets (sponsor) · $12.8M to $15.6M
    Feb 19, 2025 to Mar 24, 2026
  • Accounts · 1,020 to 1,941
    Apr 29, 2024 to Feb 19, 2025
  • Advisory employees · 8 to 10
    Apr 29, 2024 to Feb 19, 2025
  • BD registered reps · 12 to 18
    Apr 29, 2024 to Feb 19, 2025
  • HNW clients · 131 to 233
    Apr 29, 2024 to Feb 19, 2025
  • Individual clients · 887 to 1,706
    Apr 29, 2024 to Feb 19, 2025
  • Employees · 12 to 18
    Apr 29, 2024 to Feb 19, 2025
  • Financial planning clients · 0 to 0
    Apr 29, 2024 to Feb 19, 2025
  • State-registered IARs · 6 to 10
    Apr 29, 2024 to Feb 19, 2025
  • Discretionary RAUM · $11.3M to $173M
    Apr 29, 2024 to Feb 19, 2025
  • HNW RAUM · $6.3M to $4.0M
    Apr 29, 2024 to Feb 19, 2025
  • Individual RAUM · $5.0M to $8.8M
    Apr 29, 2024 to Feb 19, 2025
  • Non-discretionary RAUM · $174M to $0
    Apr 29, 2024 to Feb 19, 2025
  • Pooled vehicle RAUM · $174M to $160M
    Apr 29, 2024 to Feb 19, 2025
  • RAUM · $185M to $173M
    Apr 29, 2024 to Feb 19, 2025
  • Wrap assets (sponsor) · $11.3M to $12.8M
    Apr 29, 2024 to Feb 19, 2025
  • Accounts · 562 to 1,020
    Jan 16, 2024 to Mar 11, 2024
  • Advisory employees · 6 to 8
    Jan 16, 2024 to Mar 11, 2024
  • BD registered reps · 13 to 12
    Jan 16, 2024 to Mar 11, 2024
  • Charity clients · unset to 0.0
    Jan 16, 2024 to Mar 11, 2024
  • Corporate clients · unset to 0.0
    Jan 16, 2024 to Mar 11, 2024
  • HNW clients · unset to 131.0
    Jan 16, 2024 to Mar 11, 2024
  • Individual clients · 560 to 887
    Jan 16, 2024 to Mar 11, 2024
  • Pension plan clients · unset to 0.0
    Jan 16, 2024 to Mar 11, 2024
  • Employees · 13 to 12
    Jan 16, 2024 to Mar 11, 2024
  • Discretionary RAUM · $6.9M to $11.3M
    Jan 16, 2024 to Mar 11, 2024
  • HNW RAUM · unset to 6263790.0
    Jan 16, 2024 to Mar 11, 2024
  • Individual RAUM · $6.9M to $5.0M
    Jan 16, 2024 to Mar 11, 2024
Signals
17 dated events
  • Manuel Alejandro De Pena left Bradesco Global Advisors for Raymond James Financial Services Advisors, Inc (registered 2026-09-11)
    Sep 11, 2026 · Advisor changed firm · fact
  • Daniel Dragone left Bradesco Global Advisors for Bbva Global Wealth Advisors, Inc. (registered 2026-09-08)
    Jul 29, 2026 · Advisor changed firm · fact
  • Guilherme Reif Carvalhaes left Bradesco Global Advisors for J.P. Morgan Securities Llc (registered 2026-04-10)
    Mar 30, 2026 · Advisor changed firm · fact
  • Celio Christian Salgueiro left Bradesco Global Advisors for Morgan Stanley (registered 2024-12-20)
    Dec 9, 2024 · Advisor changed firm · fact
  • Luciano Douglas Gani left Bradesco Global Advisors for Morgan Stanley (registered 2025-01-06)
    Sep 30, 2024 · Advisor changed firm · fact
  • Christina Cordeiro Guerra Livas left Bradesco Global Advisors for Morgan Stanley (registered 2024-11-06)
    Aug 30, 2024 · Advisor changed firm · fact
  • Marcela Cadavid Hallman left Bradesco Global Advisors for Jefferies Investment Advisers Llc (registered 2024-05-30)
    Mar 1, 2024 · Advisor changed firm · fact
  • Eugenia Maria Nodar (Chief Operations Officer) no longer on Schedule A of Bradesco Global Advisors (listed 2023-10-31, absent 2024-01-16)
    Jan 16, 2024 · Control person left · inference
  • Ricardo Siqueira Lanfranchi (President & Chief Executive Officer) no longer on Schedule A of Bradesco Global Advisors (listed 2023-03-31, absent 2023-10-31)
    Oct 31, 2023 · Control person left · inference
  • Eiji Aono (Chief Investment Officer) appeared on Schedule A of Bradesco Global Advisors
    May 27, 2022 · Control person joined · fact
  • Maria Dulce Galindo Gnibus (Chief Compliance Officer) appeared on Schedule A of Bradesco Global Advisors
    Feb 25, 2022 · Control person joined · fact
  • Alberto Carlos Villela (Chief Accounting Officer) appeared on Schedule A of Bradesco Global Advisors
    Feb 25, 2022 · Control person joined · fact
  • F. Carlos Pellas (Shareholder) no longer on Schedule A of Bradesco Global Advisors (listed 2015-05-06, absent 2022-02-25)
    Feb 25, 2022 · Control person left · inference
  • Estibaliz Maria Incer Romeo (Managing Director And Principal) no longer on Schedule A of Bradesco Global Advisors (listed 2015-05-06, absent 2022-02-25)
    Feb 25, 2022 · Control person left · inference
  • Bradesco Global Advisors reported RAUM $277.8M, up 401% from $55.4M (2015-05-06 to 2022-02-25)
    Feb 25, 2022 · RAUM change · derived
  • Bradesco Global Advisors filed its initial SEC registration (Form ADV)
    Feb 25, 2022 · First SEC registration · fact
  • Ricardo Siqueira Lanfranchi (President & Chief Executive Officer) appeared on Schedule A of Bradesco Global Advisors
    Feb 25, 2022 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Website
bradescoinvest.usreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone
305-523-6536reportedpublic record, Form ADV, Apr 7, 2026
Contact form
bradescoinvest.us/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
RAUM per advisor
$7.6Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026