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
3g Capital Partners LP
Latest filing Mar 31, 2026
First filing on the tape Feb 14, 2012 · 25 filings
SEC status approved since Mar 15, 2012
RAUM
$16B
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
19
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$16B as of Mar 31, 2026
Apr 1, 2013$10B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Apr 1, 20130 then
Employees (5.A)19 as of Mar 31, 2026
Apr 1, 201336 then
Private funds5 as of Mar 31, 2026
Apr 1, 20139 then
RAUM +31% over the last fiscal year-1.3% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- 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
- $2.3BderivedRAUM 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
- +31%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 pooled vehiclesreportedItem 5.G
- Custody
- $16B, 7 clientsreportedItem 9.A
- 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
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$16B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $16B for 7 clientsreported
- 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
18 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| 3g Special Situations Fund III L.P.no longer reported | Private Equity Fund | $14B | 180 | Feb 14, 2012 |
| 3g Restaurant Brands Holdings LP | Other Private Fund | $9.6B | 50 | Mar 30, 2016 |
| 3g Special Situations Fund II L.P.no longer reported | Private Equity Fund | $9.2B | 81 | Feb 14, 2012 |
| 3g Global Food Holdings LPno longer reported | Other Private Fund | $6.7B | 2 | Mar 30, 2016 |
| 3g Special Situations Fund V, L.P. | Private Equity Fund | $2.6B | 197 | Mar 31, 2017 |
| 3g Natural Resources Fund LPno longer reported | Hedge Fund | $1.0B | 59 | Apr 1, 2013 |
| 3g Fund L.P.no longer reported | Hedge Fund | $744M | 53 | Feb 14, 2012 |
| 3g Courser Fund LP | Hedge Fund | $219M | 59 | Mar 31, 2022 |
| 3g Low Volatility Fund, L.P.no longer reported | Liquidity Fund | $102M | 15 | Feb 14, 2012 |
| 3g Global Food Holdings Partners LP | Other Private Fund | $91.8M | 24 | Mar 31, 2023 |
| 3g Brazil Fund L.P.no longer reported | Hedge Fund | $78.1M | 14 | Feb 14, 2012 |
| 3g Principal Fund L.P.no longer reported | Hedge Fund | $32.7M | 4 | Feb 14, 2012 |
| 3g Long Biased Equity Fund, L.P.no longer reported | Hedge Fund | $20.9M | 6 | Feb 14, 2012 |
| 3g Brasil AçõEsfundo De Investimentos De AçõEsno longer reported | Hedge Fund | $19.4M | 29 | Feb 14, 2012 |
| 3g Brazil Long Only Fund LPno longer reported | Hedge Fund | $6.9M | 12 | Nov 15, 2012 |
| 3g Kraft Heinz Company Holdings LP | Other Private Fund | $0 | 72 | Mar 31, 2017 |
| 3g Fund Vi, L.P. | Private Equity Fund | $0 | 124 | Mar 31, 2023 |
| 3g Special Situations Fund IV LP | Private Equity Fund | $0 | 253 | Mar 31, 2015 |
Owners and control persons
Schedule A and B, latest filing
- Alexandre Behring Costa · Co-Managing Partnercontrolsince 01/2008 · owns less than 5%
- Luiz Flavio Montini · Chief Financial Officercontrolsince 07/2022 · owns less than 5%
- S Daniel Schwartz · Co-Managing Partnercontrolsince 01/2008 · owns less than 5%
- Alexandre Behring Costa · Shareholdercontrolsince 01/2019 · owns 75% or more of Abh Investments Holdings Limited
- Asna Afzal · General Counsel & Chief Compliance Officersince 08/2023 · owns less than 5%
Entity owners
- 3g Capital Partners Ltd · General Partnerdirect · owns less than 5%
- J.P. Morgan Trust Company Of Delaware, As Trustee Of The Miami Investments One Trust · Shareholderindirect · owns 75% or more of Broadview Valentine Operating, LLC
- Abh Investments Holdings Limited · Partnerdirect · owns 25% to 50%
- Broadview Valentine Operating, LLC · Partnerdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- 3g Courser Fund Partners Ltdpooled vehicle sponsorn
- 3g Fund Vi Partners, L.P.pooled vehicle sponsorn
- 3g Global Food Holdings Partners Gp Ltd.pooled vehicle sponsorn
- 3g Restaurant Brands Holdings General Partner Ltd.pooled vehicle sponsorn
- 3g Special Situations Fund V Partners, L.P.pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $12B to $16BMar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $12B to $16BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $12B to $16BMar 31, 2025 to Mar 31, 2026
- RAUM · $12B to $16BMar 31, 2025 to Mar 31, 2026
- Advisory employees · 11 to 9Mar 29, 2024 to Mar 31, 2025
- Assets in custody · $14B to $12BMar 29, 2024 to Mar 31, 2025
- Employees · 22 to 19Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · 0 to 0Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $14B to $12BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $14B to $12BMar 29, 2024 to Mar 31, 2025
- RAUM · $14B to $12BMar 29, 2024 to Mar 31, 2025
- Accounts · 9 to 7Aug 11, 2023 to Mar 29, 2024
- Advisory employees · 9 to 11Aug 11, 2023 to Mar 29, 2024
- Pooled vehicle clients · 9 to 7Aug 11, 2023 to Mar 29, 2024
- Assets in custody · $17B to $14BAug 11, 2023 to Mar 29, 2024
- Employees · 20 to 22Aug 11, 2023 to Mar 29, 2024
- Private funds · 7 to 5Aug 11, 2023 to Mar 29, 2024
- Discretionary RAUM · $17B to $14BAug 11, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $17B to $14BAug 11, 2023 to Mar 29, 2024
- RAUM · $17B to $14BAug 11, 2023 to Mar 29, 2024
- Accounts · 10 to 9Jan 3, 2023 to Mar 31, 2023
- Advisory employees · 0 to 9Jan 3, 2023 to Mar 31, 2023
- Pooled vehicle clients · 10 to 9Jan 3, 2023 to Mar 31, 2023
- Assets in custody · $19B to $17BJan 3, 2023 to Mar 31, 2023
- Employees · 0 to 20Jan 3, 2023 to Mar 31, 2023
- Private funds · 10 to 7Jan 3, 2023 to Mar 31, 2023
- Discretionary RAUM · $19B to $17BJan 3, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $19B to $17BJan 3, 2023 to Mar 31, 2023
- RAUM · $19B to $17BJan 3, 2023 to Mar 31, 2023
- Related bank · true to falseJan 3, 2023 to Mar 31, 2023
- Accounts · 7 to 10Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 7 to 10Mar 31, 2021 to Mar 31, 2022
- Assets in custody · $20B to $19BMar 31, 2021 to Mar 31, 2022
- Private funds · 7 to 10Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $20B to $19BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $20B to $19BMar 31, 2021 to Mar 31, 2022
- RAUM · $20B to $19BMar 31, 2021 to Mar 31, 2022
- Assets in custody · $26B to $20BJul 31, 2020 to Mar 31, 2021
- Discretionary RAUM · $26B to $20BJul 31, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $26B to $20BJul 31, 2020 to Mar 31, 2021
Signals
14 dated events
- 3G Capital Partners Lp reported RAUM $16.3B, up 31% from $12.4B (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Herrmann Marcel Telles (Shareholder) no longer on Schedule A of 3G Capital Partners Lp (listed 2023-01-03, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Daveiga Carlosalberto Sicupira (Shareholder) no longer on Schedule A of 3G Capital Partners Lp (listed 2023-01-03, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Paulo Jorge Lemann (Shareholder) no longer on Schedule A of 3G Capital Partners Lp (listed 2023-01-03, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Flavio Montini (Chief Financial Officer) appeared on Schedule A of 3G Capital Partners LpJul 27, 2022 · Control person joined · fact
- Bernardo Piquet Carneiro (Chief Financial Officer) no longer on Schedule A of 3G Capital Partners Lp (listed 2022-03-31, absent 2022-07-27)Jul 27, 2022 · Control person left · inference
- 3G Capital Partners Lp reported RAUM $19.8B, down 25% from $26.5B (2020-07-31 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Roberto Thompson Motta (Shareholder) no longer on Schedule A of 3G Capital Partners Lp (listed 2019-03-30, absent 2020-03-31)Mar 31, 2020 · Control person left · inference
- R Munir Javeri (Partner) no longer on Schedule A of 3G Capital Partners Lp (listed 2019-03-30, absent 2020-03-31)Mar 31, 2020 · Control person left · inference
- Fernandes Pedro Drevon (Partner) no longer on Schedule A of 3G Capital Partners Lp (listed 2019-03-30, absent 2020-03-31)Mar 31, 2020 · Control person left · inference
- A. Daniel Dreyfus (Partner) no longer on Schedule A of 3G Capital Partners Lp (listed 2018-03-30, absent 2019-03-30)Mar 30, 2019 · Control person left · inference
- 3G Capital Partners Lp reported RAUM $31.3B, down 31% from $45.7B (2018-03-30 to 2019-03-30)Mar 30, 2019 · RAUM change · derived
- Benjamin Joshua Klivan (Partner) no longer on Schedule A of 3G Capital Partners Lp (listed 2018-03-30, absent 2019-03-30)Mar 30, 2019 · Control person left · inference
- 3G Capital Partners Ltd. reported succeeding to the business of Another Adviser (Form ADV Item 4)Mar 31, 2014 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
- 3g Capital Partners LP · Independent Sponsorsshared crd · capital_provider
- 3g Capital Partners LP · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/3g-capitalreportedpublic record, Form ADV, Sep 17, 2026
- Website
- 3G-CAPITAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 212-893-6727reportedpublic record, Form ADV, Mar 31, 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