ITAU INTERNATIONAL SECURITIES INC.

Overview

Itau International Securities Inc. operates as a broker-dealer that provides portfolio management for both individuals/small businesses and pooled investment vehicles. The firm is owned in a structure that includes a foreign entity element, and it has been SEC-registered since 2008. Its client base combines individual and family investors with institutional relationships, and its compensation mix includes both a percentage-of-AUM fee and performance-based fees — a setup that supports managing incentive-structured strategies and pooled funds. Investment activity centers on exchange-traded equities as the dominant exposure, with a clear willingness to use pooled and alternative structures where appropriate. The firm does not identify as an active ESG investor, and it reports managing accounts on a non-discretionary basis, which suggests much of the trading authority remains with clients or their decision-makers. As a broker-dealer with affiliated advisory capabilities, Itau International Securities blends execution and custody relationships with advisory services for pooled vehicles and private client portfolios.

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Public Holdings

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Location & Offices