DFX Intelligence

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R• A•••• M••••••••• L••

No RAUM reportedSEC-registered· Curitiba Paranawebsite

No RAUM reported, based in Curitiba Parana.

Composed from this adviser's Form ADV classification, location and filed figures.

As of 2026-02-11 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Advisors: 1
Net advisor flow, 12 months: 0
RAUM change, 1 year: -100%

See where advisers went See teams that moved

Advisors (1)Where the RAUM sits

As of 2026-02-11 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Nothing material in the last 180 days. Last change: 11 Feb 2026, RAUM $3.45M to $0 (-100.0%) on the Form ADV filed 11 Feb 2026, while advisors on the filing held at 1.

Every filed figure, and the identifiersCRD 325487 · SEC 801-128306 · 7 filingsShow

CRD 325487SEC 801-128306First filing on the tape Jun 9, 2023, latest Feb 11, 2026SEC status approved since Aug 14, 2023IAPD

RAUM

reported, Item 5.F

Discretionary

n/a

of RAUM

Private clients

n/a

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

Not computed

derived; firm RAUM over IAPD count

Employees

1 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

7 filings and snapshots on the tape

RAUM -100% over the last fiscal year · the tape starts Jun 9, 2023

Peer group: Other advisers, under $100M, 660 firms

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow

RAUM$0 as of Feb 11, 2026

Mar 1, 2024$2.9M then

HNW client RAUM: no history

State-registered IARs (5.B.3)1 as of Feb 11, 2026

Mar 1, 20241 then

Employees (5.A)1 as of Feb 11, 2026

Mar 1, 20241 then

Private funds: no history

RAUM -100% over the last fiscal yearIARs 1 to 1

Practice profile

derived from the filing of Feb 11, 2026; every figure names its basis

Archetypes

Solo or small team

The rule behind each archetype, and every derived figure1 ruleShow

Solo or small team · one advisor, or a wealth manager with up to three advisors and one office, and at most 25 employees (Item 5.A)

RAUM per advisor: $0derivedRAUM 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: unknownderivedRAUM over accounts (5.F.2.f)
Discretionary: unknownderivedof RAUM
Institutional: unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.0derivedItem 5.A over advisors
Advisors per office: 1.0derived1 office incl. principal (1.F.5)
RAUM growth, one year: -100%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, fixed fees, performance-basedreportedItem 5.E
Advisory activities: financial planning, portfolio management for individualsreportedItem 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

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

No Item 5.D breakdown on this filing.

The breakdown by client type, and the client countsShow

This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 0reported
Financial planning clients: 0reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, fixed, performancereported
Class basis: RAUM: 0% private clients, 0% pooled funds, 0% institutions; no related broker-dealer; no related bankderived

Advisor movement

0 left over 36 months

0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Advisors registered through the firm

1 on IAPD today; the longest tenured first

Name	Branch	Here since	In industry	Prior firms
A••••• M••••••• V••••	Curitiba Parana	Aug 14, 2023	13 y	0

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

V••••• A•••••• M••••••• · Managing Member/Ccocontrol
since 01/2023 · owns 75% or more

Ownership changes

Schedule A, between consecutive filings

No owner or control person joined or left between filings on the tape.

Who runs the funds

related persons named most often on the Form D filings of the firm's funds

No Form D related person is on record for this firm's funds.

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

Accounts · 170 to 0
Mar 6, 2025 to Feb 11, 2026
Individual clients · 170.0 to unset
Mar 6, 2025 to Feb 11, 2026
Financial planning clients · 11-25 to 0
Mar 6, 2025 to Feb 11, 2026
Discretionary RAUM · $1.7M to $0
Mar 6, 2025 to Feb 11, 2026
Individual RAUM · 3448329.0 to unset
Mar 6, 2025 to Feb 11, 2026

Full history · 25 changes

Non-discretionary RAUM · $1.8M to $0
Mar 6, 2025 to Feb 11, 2026
RAUM · $3.4M to $0
Mar 6, 2025 to Feb 11, 2026
Accounts · 154 to 170
Mar 1, 2024 to Mar 6, 2025
Individual clients · 154 to 170
Mar 1, 2024 to Mar 6, 2025
Financial planning clients · 11-25 to 11-25
Mar 1, 2024 to Mar 6, 2025
HQ state · unset to
Mar 1, 2024 to Mar 6, 2025
Discretionary RAUM · $1.3M to $1.7M
Mar 1, 2024 to Mar 6, 2025
Individual RAUM · $2.9M to $3.4M
Mar 1, 2024 to Mar 6, 2025
Non-discretionary RAUM · $1.6M to $1.8M
Mar 1, 2024 to Mar 6, 2025
RAUM · $2.9M to $3.4M
Mar 1, 2024 to Mar 6, 2025
Accounts · unset to 154.0
Aug 14, 2023 to Mar 1, 2024
Advisory activities · 1 to 2
Aug 14, 2023 to Mar 1, 2024
Individual clients · unset to 154.0
Aug 14, 2023 to Mar 1, 2024
Financial planning clients · unset to 11-25
Aug 14, 2023 to Mar 1, 2024
HQ city · unset to CURITIBA PARANA
Aug 14, 2023 to Mar 1, 2024
Discretionary RAUM · unset to 1255336.0
Aug 14, 2023 to Mar 1, 2024
Individual RAUM · unset to 2903260.0
Aug 14, 2023 to Mar 1, 2024
Non-discretionary RAUM · unset to 1647924.0
Aug 14, 2023 to Mar 1, 2024
RAUM · unset to 2903260.0
Aug 14, 2023 to Mar 1, 2024
HQ city · CURITIBA PARANA to unset
Jun 12, 2023 to Jul 31, 2023

Signals

1 dated events

••• Locked
Jun 9, 2023 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

Web presence

addresses the firm lists on IAPD today, and the ones its Form ADV filings listed before

Website (1) · the addresses open with an account

How to reach

public business contact points only, each with its source

Website: ••• Lockedreportedpublic record, Form ADV, Feb 11, 2026
Principal office phone: ••• Lockedreportedpublic record, Form ADV, Feb 11, 2026

Provenance

Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show

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: No RAUM reportedderiveda rule over Items 5.D and 7.A
RAUM per advisor: Not computedderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026

Not yet on record: regulatory AUM, private clients.