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M• S••••• I••••••••• L••••

Other adviserSEC-registered1 private funds· Sao Paulowebsite

Other adviser, based in Sao Paulo, reporting $2.3B of regulatory assets.

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

Regulatory AUM
$2.3B
Advisors
0
Private clients
0.0%
of RAUM
See where advisers wentSee teams that moved
More
AdvisorsWhere the RAUM sits
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

What matters now

  1. New owner
    ownership and control

    C•••• P••••••••• L•••• appeared on Schedule A as an owner on 31 Mar 2026.

    A change of owner or control is when advisors reconsider where they sit and when an acquirer's retention is tested.

    FactForm ADV Schedule A and Item 4For Recruiters, acquirersOwnership →
Every filed figure, and the identifiersCRD 336712 · SEC 801-133946 · 2 filingsShow
CRD 336712SEC 801-133946First filing on the tape Jul 29, 2025, latest Mar 31, 2026SEC status approved since Aug 4, 2025IAPD
RAUM
$2.3B
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
Not computed
derived; firm RAUM over IAPD count
Employees
22
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
2 filings and snapshots on the tape

Filed figures over time · the tape starts Jul 29, 2025

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow
RAUM$2.3B as of Mar 31, 2026
Jul 29, 2025$2.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Jul 29, 20250 then
Employees (5.A)22 as of Mar 31, 2026
Jul 29, 202520 then
Private funds1 as of Mar 31, 2026
Jul 29, 20251 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
The rule behind each archetype, and every derived figureShow
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
$66.2MderivedRAUM 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 office 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, 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)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing

52% pooled investment vehicles, 48% corporations and businesses

The breakdown by client type, and the client counts2 client typesShow
  • Pooled investment vehicles$1.2B52%
  • Corporations and businesses$1.1B48%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
34reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
RAUM: 0% private clients, 52% pooled funds, 0% institutions; no related broker-dealer; no related bankderived
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Advisors registered through the firm
      0 on IAPD today; the longest tenured first
      No representative is registered through this CRD on IAPD.
      Private funds
      1 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      M• S••••• F••• L•••Hedge Fund$126M30Mar 31, 2026
      Owners and control persons
      Schedule A and B, latest filing
      • C••••• G•••••••• C•••••• · Executive Partnercontrol
        since 03/2017 · owns less than 5%
      • D• S•••••••• R•••••• B••••• · Managing Partner / Ccocontrol
        since 01/2021 · owns 10% to 25%
      • G••••••• L••••••• B•••••• · Managing Partner / Director Of Investmentscontrol
        since 09/2010 · owns 10% to 25%
      • L••••• M•••••• M••••• D• A•••••• · Executive Partnercontrol
        since 01/2021 · owns less than 5%
      • M••••• A•••••• N•• · Partner / Investment Advisorcontrol
        since 06/2005 · owns 25% to 50%
      All 8 control persons
      • P••••••• I••• B••••• · Managing Partnercontrol
        since 02/2016 · owns 10% to 25%
      • T•••••• V•••••• H•••• · Executive Partnercontrol
        since 07/2024 · owns less than 5%
      • V•••••• J••• P••••• A•••••• · Executive Partnercontrol
        since 05/2023 · owns less than 5%
      Entity owners
      • C•••• P••••••••• L•••• · Shareholder
        direct · 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
      • Accounts · 37 to 34
        Jul 29, 2025 to Mar 31, 2026
      • Advisory employees · 10 to 5
        Jul 29, 2025 to Mar 31, 2026
      • Pooled vehicle clients · 28 to 25
        Jul 29, 2025 to Mar 31, 2026
      • Employees · 20 to 22
        Jul 29, 2025 to Mar 31, 2026
      • Discretionary RAUM · $2.1B to $2.3B
        Jul 29, 2025 to Mar 31, 2026
      Full history · 7 changes
      • Pooled vehicle RAUM · $1.1B to $1.2B
        Jul 29, 2025 to Mar 31, 2026
      • RAUM · $2.1B to $2.3B
        Jul 29, 2025 to Mar 31, 2026
      Signals
      2 dated events
      • ••• Locked
        Mar 31, 2026 · private fund first reported · fact
      • ••• Locked
        Jul 29, 2025 · First SEC registration · 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
      Website
      ••• Lockedreportedpublic record, Form ADV, Mar 31, 2026
      Principal office phone
      ••• Lockedreportedpublic record, Form ADV, Mar 31, 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
      Other adviserderiveda 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: net advisor flow, 12 months, RAUM change, 1 year.