COX Capital Management

RIASEC RegisteredEst. 2010
Total AUM
$8.1M
Discretionary
$8.1M
100% of AUM
Avg account
$4.1M
Accounts
2
Employees
4
Advisory reps
5

Firm details

Headquarters
So Paulo,
CRD number
154897
Registered since
October 26, 2010
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

COX Capital Management is an SEC-registered, individual-owned institutional registered investment adviser formed in 2010. The firm focuses on portfolio management for pooled investment vehicles and for businesses or institutional clients. Its client base is institutional, and it charges a combination of asset-based fees and performance-based fees. COX Capital Management does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a pension consultant, capital allocator, or related adviser to other firms.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Eduardo Sica

    Chief Compliance OfficerCRD 7244614

Contacts

3 of 4
  • Renato Meisel

    Renato Meisel

    PartnerCRD 7244669

  • Guilherme Ayres

    PartnerCRD 5841523

  • Marco Aurelio Armelin

    Team MemberCRD 7244673

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

So Paulo, null

Location

So Paulo, null

Headquartered in So Paulo, null.

Address
Rua Joaquim Floriano 466 Cj 1203
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth