Jubarte Asset Management LtdA.

RIASEC Registered
Total AUM
$57M
Discretionary
$27M
47% of AUM
Avg account
$11.4M
Accounts
5
Employees
8
Advisory reps
4

Firm details

Headquarters
Sao Paulo Sao Paulo,
CRD number
340275
Registered since
August 14, 2026
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles91.23%
  • Corporations / Businesses8.77%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Jubarte Asset Management LtdA. is a small, privately held investment adviser that serves institutional clients and manages both individual/small business portfolios and business or institutional mandates. The firm is organized as an "other" entity with a combination of foreign-entity and individual ownership. It charges a mix of percentage-of-AUM and performance-based fees (plus other fee arrangements) and is not positioned as a capital allocator. Jubarte does not identify as an active ESG investor and is not registered for multi-state advisory activity. According to its filing, the firm became SEC-registered in 2026.

Assets & Accounts

Public Holdings

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
  • Denis Jungerman

    Co-Founder and CIOCRD 8266254

Contacts

3 of 3
  • Eduardo Lopes

    CRD 6176206

  • Milena Gordon Landgraf Tudicso

    Co-Founder and PartnerCRD 8266258

  • João Paulo Bozzini Moura

    CRD 8266257

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Sao Paulo Sao Paulo, null

Location

Sao Paulo Sao Paulo, null

Headquartered in Sao Paulo Sao Paulo, null.

Address
Rua Hungria, 1400, Conj. 21
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth