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.
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SEC-registered adviser
C•• C•••••• M•••••••••
Legal name C•• G••••• D• R••••••• L••••
Latest filing Feb 4, 2026
First filing on the tape Mar 29, 2012 · 18 filings
SEC status approved since Oct 26, 2010
RAUM
$8.1M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$8.1M as of Feb 4, 2026
Mar 29, 2012$129M then
HNW client RAUM$0 as of Feb 4, 2026
Mar 31, 2018$0 then
State-registered IARs (5.B.3)0 as of Feb 4, 2026
Mar 19, 20130 then
Employees (5.A)4 as of Feb 4, 2026
Mar 19, 20136 then
Private funds1 as of Mar 28, 2014
Mar 29, 20121 then
RAUM +141% over the last fiscal year-8.5% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Feb 4, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $4.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +141%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$8.1M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 2reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•• F•••• L••no longer reported | Hedge Fund | $6.1M | 3 | Mar 29, 2012 |
Owners and control persons
Schedule A and B, latest filing
- A••••••• M•••• A••••••• R••••• · General Partner, Directorpartner, Directorcontrolsince 01/2020 · owns 10% to 25%
- A••••• G••••••••• M•••••• · General Partner, Directorpartner, Directorcontrolsince 05/2009 · owns 10% to 25%
- M•••••• R••••• · General Partner, Directorpartner, Directorcontrolsince 01/2020 · owns 10% to 25%
- S•••• E••••••• B•••••••• · Coo, General Partner, Director, Partner, Directorcontrolsince 05/2022 · owns 10% to 25%
- C••••••• M••••• S•••• · General Partner, Directorpartner, Directorsince 12/2022 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $3.4M to $8.1MMar 6, 2025 to Feb 4, 2026
- Pooled vehicle RAUM · $3.4M to $8.1MMar 6, 2025 to Feb 4, 2026
- RAUM · $3.4M to $8.1MMar 6, 2025 to Feb 4, 2026
- Accounts · 3 to 2Mar 1, 2024 to Mar 6, 2025
- Pooled vehicle clients · 3 to 2Mar 1, 2024 to Mar 6, 2025
- Employees · 5 to 4Mar 1, 2024 to Mar 6, 2025
- Financial planning clients · unset to Mar 1, 2024 to Mar 6, 2025
- HQ city · S?O PAULO to SÃO PAULOMar 1, 2024 to Mar 6, 2025
- HQ state · unset to Mar 1, 2024 to Mar 6, 2025
- Discretionary RAUM · $13.5M to $3.4MMar 1, 2024 to Mar 6, 2025
- Pooled vehicle RAUM · $13.5M to $3.4MMar 1, 2024 to Mar 6, 2025
- RAUM · $13.5M to $3.4MMar 1, 2024 to Mar 6, 2025
- Advisory employees · 5 to 4Mar 2, 2023 to Mar 1, 2024
- Employees · 6 to 5Mar 2, 2023 to Mar 1, 2024
- Discretionary RAUM · $10.6M to $13.5MMar 2, 2023 to Mar 1, 2024
- Pooled vehicle RAUM · $10.6M to $13.5MMar 2, 2023 to Mar 1, 2024
- RAUM · $10.6M to $13.5MMar 2, 2023 to Mar 1, 2024
- Discretionary RAUM · $5.3M to $10.6MJul 4, 2022 to Mar 2, 2023
- Pooled vehicle RAUM · $5.3M to $10.6MJul 4, 2022 to Mar 2, 2023
- RAUM · $5.3M to $10.6MJul 4, 2022 to Mar 2, 2023
- Employees · 7 to 6Mar 31, 2022 to Jul 4, 2022
- Accounts · 4 to 3Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 4 to 3Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $8.9M to $5.3MMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $8.9M to $5.3MMar 31, 2021 to Mar 31, 2022
- RAUM · $8.9M to $5.3MMar 31, 2021 to Mar 31, 2022
- Accounts · 9 to 4Mar 26, 2020 to Mar 31, 2021
- Charity clients · 2 to 0Mar 26, 2020 to Mar 31, 2021
- Corporate clients · 1 to 0Mar 26, 2020 to Mar 31, 2021
- Pension plan clients · 1 to 0Mar 26, 2020 to Mar 31, 2021
- Pooled vehicle clients · 5 to 4Mar 26, 2020 to Mar 31, 2021
- Discretionary RAUM · $150M to $8.9MMar 26, 2020 to Mar 31, 2021
- Pension RAUM · $11.1M to $0Mar 26, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $30.1M to $8.9MMar 26, 2020 to Mar 31, 2021
- RAUM · $150M to $8.9MMar 26, 2020 to Mar 31, 2021
- Accounts · 12 to 9Mar 30, 2019 to Mar 26, 2020
- Advisory employees · 6 to 5Mar 30, 2019 to Mar 26, 2020
- Corporate clients · 3 to 1Mar 30, 2019 to Mar 26, 2020
- Pooled vehicle clients · 6 to 5Mar 30, 2019 to Mar 26, 2020
- Employees · 8 to 7Mar 30, 2019 to Mar 26, 2020
Signals
9 dated events
- Leonardo Rodrigo Anunciato (General Partner, Director) no longer on Schedule A of C•• C•••••• M••••••••• (listed 2022-07-04, absent 2023-03-02)Mar 2, 2023 · Control person left · inference
- H•••• S•••• P••••••• C••••• (Coo, General Partner, Director Partner, Director) no longer on Schedule A of C•• C•••••• M••••••••• (listed 2022-03-31, absent 2022-07-04)Jul 4, 2022 · Control person left · inference
- C•• C•••••• M••••••••• reported RAUM $8.9M, down 94% from $149.6M (2020-03-26 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- C•• C•••••• M••••••••• reported RAUM $149.6M, down 51% from $303.2M (2019-03-30 to 2020-03-26)Mar 26, 2020 · RAUM change · derived
- B•••••••• E•••••• S••• (Limited Partner, Director) appeared on Schedule A of C•• C•••••• M•••••••••Mar 26, 2020 · Control person joined · fact
- R••••• M••••• (Limited Partner, Director) appeared on Schedule A of C•• C•••••• M•••••••••Mar 26, 2020 · Control person joined · fact
- R••••• M•••• A•••••• A•••••• (Limited Partner, Director) appeared on Schedule A of C•• C•••••• M•••••••••Mar 26, 2020 · Control person joined · fact
- C•• C•••••• M••••••••• reported RAUM $303.2M, down 29% from $426.0M (2018-08-08 to 2019-03-30)Mar 30, 2019 · RAUM change · derived
- C•• C•••••• M••••••••• reported RAUM $426.0M, up 32% from $323.9M (2017-08-09 to 2018-03-31)Mar 31, 2018 · RAUM change · derived
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
- Firm profile
- linkedin.com/company/coxcapreportedpublic record, Form ADV, Sep 19, 2026
- Website
- w••.c•••••.c••.brreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- +55.11.3321.7100reportedpublic record, Form ADV, Feb 4, 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
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026