Guepardo Investimentos Ltda
Firm details
- Headquarters
- So Paulosp,
- CRD number
- 340061
- Registered since
- March 23, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Charitable Organizations100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Guepardo Investimentos Ltda is a limited liability company that acts as a capital allocator and became SEC-registered in 2026. Ownership is listed as a combination of a foreign entity and an individual. The firm’s advisory activity centers on portfolio management for pooled investment vehicles and for businesses or institutions, and it also performs selection of other advisers. Its fees combine a percentage of assets under management with performance-based components. The filing indicates the firm is not an active ESG investor.
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
1 of 1Ricardo De Carvalho
Chief Operating OfficerCRD 6925250
Contacts
3 of 3Roberto Esteves
PartnerCRD 6176312
Rafael De Moraes
CRD 8215419
Octavio De Magalhaes
Director of InvestmentsCRD 6176307
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
So Paulosp, null
Worcester
Location
So Paulosp, null
Headquartered in So Paulosp, null, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- County
- Worcester
- Address
- Av. Brigadeiro Faria Lima, 3015, 8º Andar, Cj 81,
- Office locations
Similar firms
Sun Global LLC
RIAKing Of Prussia, PA
Larsen Financial Services
RIALybis Investing
RIABarton Creek Advisors, LLC
RIAJ.Pappas Investments
RIAJLE Wealth Management, LLC
RIASan Diego, CA