BRADESCO GLOBAL ADVISORS
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 134416
- Registered since
- March 28, 2022
- Website
- www.bradescoinvest.us
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles91.39%
- Individuals5.75%
- HNWI2.86%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Bradesco Global Advisors is a corporation operating as an SEC-registered adviser since 2022 that serves both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and conducts portfolio management for pooled investment vehicles in addition to managing discretionary accounts. Its business ties include relationships with broker-dealers and banking or thrift institutions, which suggests capability to coordinate custody, trading and lending relationships alongside its advisory work. Bradesco Global Advisors favors equity exposure, but also builds exposure to third-party alternative managers and traditional fixed-income vehicles to meet client objectives.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
3 of 4CARLOS VILLELA
Chief Accounting OfficerCRD 5882274
MAURICIO GOULART DA CUNHA
Chief Investment OfficerCRD 5206904
DULCE GALINDO GNIBUS
Chief Compliance OfficerCRD 5172187
Contacts
3 of 23RAPHAEL FREITAS
AVP, Relationship ManagerCRD 6577020
RODOLFO APONTE
Registered RepresentativeCRD 6392458
Manuel De Pena
Vice President, Private BankingCRD 6696840
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CORAL GABLES, FL
MIAMI DADE
Location
CORAL GABLES, FL
Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 3011 Ponce de Leon Blvd
- Time zone
- ET (UTC-5)
- Office locations
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