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.
Former SEC-registered adviser
Brb Finanz USA
Legal name Brb Finanz USA, LLC
Latest filing Mar 31, 2025
First filing on the tape May 30, 2023 · 6 filings
SEC status approved since Aug 2, 2023
RAUM
$261M
reported, Item 5.F
Discretionary
0.0%
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
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$261M as of Mar 31, 2025
Apr 1, 2024$202M then
HNW client RAUM: no history
State-registered IARs (5.B.3)2 as of Mar 31, 2025
Apr 1, 20242 then
Employees (5.A)3 as of Mar 31, 2025
Apr 1, 20243 then
Private funds1 as of Mar 31, 2025
Apr 1, 20241 then
RAUM +29% over the last fiscal yearIARs 2 to 2
Practice profile
derived from the filing of Mar 31, 2025; every figure names its basis
- RAUM per advisor
- $130MderivedRAUM 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
- $261MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +29%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 feesreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$261M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 days1 left over 36 months
Left, latest
- Carlos Jose Angel to Murphy Clarke Williams & Stone LLCDec 31, 2025 · Other
Joined, latest
- Carlos Jose Angel from Aliya Capital Partners LLCSep 21, 2023 · Other
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| International Wealth Protection Fund Limited | Hedge Fund | $203M | 6 | Sep 18, 2023 |
Owners and control persons
Schedule A and B, latest filing
- Christian Briker · Managing Membercontrolsince 06/2022 · owns 75% or more
- Martin Robert Brito · Chief Compliance Officercontrolsince 04/2023 · owns less than 5%
Related persons
Schedule D 7.A
- Brb Finanz Aginvestment advisern
- International Wealth Protection Fund Limited Inc. (*Iwpfl*).pooled vehicle sponsorn
- Iwpf Securities LLCbroker-dealern
Advisers that list Brb Finanz USA as a related person
- 330290 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Miami Beach, Fl | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 6 to 1Apr 1, 2024 to Mar 31, 2025
- Insurance-licensed employees · 0 to 2Apr 1, 2024 to Mar 31, 2025
- Financial planning clients · unset to Apr 1, 2024 to Mar 31, 2025
- HQ city · unset to Apr 1, 2024 to Mar 31, 2025
- HQ state · unset to Apr 1, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $202M to $261MApr 1, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $202M to $261MApr 1, 2024 to Mar 31, 2025
- RAUM · $202M to $261MApr 1, 2024 to Mar 31, 2025
- Accounts · 5 to 6Oct 26, 2023 to Apr 1, 2024
- Non-discretionary RAUM · $232M to $202MOct 26, 2023 to Apr 1, 2024
- Pooled vehicle RAUM · $232M to $202MOct 26, 2023 to Apr 1, 2024
- RAUM · $232M to $202MOct 26, 2023 to Apr 1, 2024
- Related broker-dealer · false to trueSep 18, 2023 to Oct 26, 2023
- Accounts · 0 to 5Jul 31, 2023 to Sep 18, 2023
- Advisory employees · 1 to 2Jul 31, 2023 to Sep 18, 2023
- Pooled vehicle clients · unset to 1.0Jul 31, 2023 to Sep 18, 2023
- State-registered IARs · 1 to 2Jul 31, 2023 to Sep 18, 2023
- Private funds · unset to 1Jul 31, 2023 to Sep 18, 2023
- Non-discretionary RAUM · $0 to $232MJul 31, 2023 to Sep 18, 2023
- Pooled vehicle RAUM · unset to 232283355.0Jul 31, 2023 to Sep 18, 2023
- RAUM · $0 to $232MJul 31, 2023 to Sep 18, 2023
Signals
3 dated events
- Brb Finanz Usa no longer on the SEC adviser roster (last listed 2026-02-02, RAUM $261.0M)Mar 2, 2026 · Left the SEC roster · derived
- Carlos Jose Angel left Brb Finanz Usa for Murphy Clarke Williams & Stone Llc (registered 2026-03-06)Dec 31, 2025 · Advisor changed firm · fact
- Brb Finanz Usa filed its initial SEC registration (Form ADV)May 30, 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.
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
- Former SEC-registered adviserderiveda 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