M Square Investimentos LtdA.

RIASEC RegisteredEst. 2025
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$66.2M
Accounts
34
Employees
22
Advisory reps
8

Firm details

Headquarters
Sao Paulo,
CRD number
336712
Registered since
August 4, 2025
Custodians
CITCO BANKING CORPORATION N.V., GOLDMAN SACHS & CO. LLC, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles52.12%
  • Corporations / Businesses47.88%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

M Square Investimentos LtdA. is organized as a hedge fund manager that serves institutional clients through pooled investment vehicles and customized portfolio management for businesses or institutions. The firm charges a combination of asset-based and performance-linked fees, which aligns compensation with investment outcomes and is consistent with hedge fund economics. Filings indicate the manager is not an active ESG investor and operates as a foreign-owned entity with institutional clients and a focus on pooled structures rather than retail wrap accounts. The firm’s activity centers on managing private pooled funds rather than broad retail strategies. That emphasis, combined with the use of institutional custodians and performance fees, points to an approach built around concentrated, actively managed strategies inside fund wrappers rather than passive beta plays.

Assets & Accounts

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: Private Funds 100%100%
  • Private Funds100%

Owners & executives

2 of 2
  • Renata Da Silveira

    CCO & COOCRD 8097920

  • Ivo Bastos Profili

    Chief Compliance OfficerCRD 7524181

Contacts

3 of 6
  • Marcos Leite

    CRD 8097921

  • Gabriela Costa

    Associate PartnerCRD 8097923

  • Arthur Mizne

    CRD 5872740

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Sao Paulo, null

Lincoln

Location

Sao Paulo, null

Headquartered in Sao Paulo, null.

County
Lincoln
Address
Ave Brig Faria Lima 3355
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth