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

M••• I•••••••••

Wealth manager with institutional or fund businessPorto Alegre, Rio Grande Do Sul, CRD 335820SEC 801-132921IAPD
Legal name M••• I••••••••• S••••••• A••••••••• S•• L••••
Latest filing Mar 31, 2026
First filing on the tape May 23, 2025 · 2 filings
SEC status approved since Jun 4, 2025
RAUM
$22.4M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
37%
$8.2M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$22.4M as of Mar 31, 2026
May 23, 2025$0 then
HNW client RAUM$3.0M as of Mar 31, 2026
May 23, 2025$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
May 23, 20250 then
Employees (5.A)5 as of Mar 31, 2026
May 23, 20253 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 31, 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
$752,369derivedHNW RAUM over HNW clients
Average account
$498,223derivedRAUM 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
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween 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, fixed fees, performance-basedreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, educational seminarsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$5.2M59%
  • High-net-worth individuals$3.0M34%
  • Corporations and businesses$595,7276.8%
Individual clients
37reported
HNW clients
4reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
45reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, performancereported
Class basis
private_client_share=0.37 fund_share=0.0 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
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • D•••••••• R•••••• · Ciocontrol
        since 03/2025 · owns 50% to 75%
      • G••••••••• A••••••• P••••••• · Coocontrol
        since 03/2025 · owns 10% to 25%
      • J••••••• B••••••• · Ccocontrol
        since 03/2025 · owns 25% to 50%
      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 · 0 to 45
        May 23, 2025 to Mar 31, 2026
      • Advisory employees · 2 to 3
        May 23, 2025 to Mar 31, 2026
      • Corporate clients · 0 to 1
        May 23, 2025 to Mar 31, 2026
      • HNW clients · 0 to 4
        May 23, 2025 to Mar 31, 2026
      • Individual clients · 0 to 37
        May 23, 2025 to Mar 31, 2026
      • Employees · 3 to 5
        May 23, 2025 to Mar 31, 2026
      • HNW RAUM · $0 to $3.0M
        May 23, 2025 to Mar 31, 2026
      • Individual RAUM · $0 to $5.2M
        May 23, 2025 to Mar 31, 2026
      • Non-discretionary RAUM · $0 to $22.4M
        May 23, 2025 to Mar 31, 2026
      • RAUM · $0 to $22.4M
        May 23, 2025 to Mar 31, 2026
      Signals
      No event on the tape.
      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
      Principal office phone
      +55 55 999146073reportedpublic 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
      Wealth manager with institutional or fund businessderiveda 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