Guepardo Investimentos Ltda

RIASEC RegisteredEst. 2026
Total AUM
$4.9M
Discretionary
$4.9M
100% of AUM
Avg account
$4.9M
Accounts
1
Employees
11
Advisory reps
4

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

FINTRX

Overview

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

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 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Ricardo De Carvalho

    Chief Operating OfficerCRD 6925250

Contacts

3 of 3
  • Roberto Esteves

    PartnerCRD 6176312

  • Rafael De Moraes

    CRD 8215419

  • Octavio De Magalhaes

    Director of InvestmentsCRD 6176307

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth