Brasil Plural Investment Advisor LLC

RIASEC RegisteredEst. 2025
Total AUM
$202M
Discretionary
$196M
97% of AUM
Avg account
$484K
Accounts
417
Employees
14
Advisory reps
13

Firm details

Headquarters
Miami, Florida
CRD number
288563
Registered since
November 18, 2025
Custodians
INTERACTIVE BROKERS LLC, SAFRA SECURITIES LLC, CHARLES SCHWAB & CO., INC., UBS FINANCIAL SERVICES INC., AVENUE SECURITIES LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Corporations / Businesses52.12%
  • Individuals32.08%
  • HNWI15.79%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Brasil Plural Investment Advisor LLC is an SEC-registered limited liability company that provides discretionary portfolio management for individuals, families, small businesses and institutions. The adviser uses a mix of percentage-of-AUM and fixed-fee billing and reports advisory activity across both individual/small-business mandates and institutional/business mandates. The firm is not positioned as an ESG investor, does not act as a multi-state adviser, and does not identify as a pension consultant or related adviser. The ownership structure combines a domestic entity and individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 63%, US Government Bonds 12%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 8%, Other 4%, Sovereign Bonds 2%63%
  • Exchange Traded Equities63%
  • US Government Bonds12%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents8%
  • Other4%

Owners & executives

2 of 2
  • Eraldo De Paola Neto

    Eraldo De Paola Neto

    Chief Compliance OfficerCRD 6626480

  • Victor Mecozzi

    Victor Mecozzi

    Chief Operating OfficerCRD 6266181

Contacts

3 of 11
  • Lorenzo Pereira Weber

    Lorenzo Pereira Weber

    Financial AnalystCRD 8246662

  • Diogo Cavalcanti

    Investment AdvisorCRD 5510643

  • Antonio Andrade

    Antonio Andrade

    Investment AdvisorCRD 7385231

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, 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
2601 S Bayshore Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth