Origem International Advisory LLC
Firm details
- Headquarters
- Porto Alegre Rio Grande Do Sul,
- CRD number
- 333738
- Registered since
- July 11, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses68.94%
- Individuals31.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Origem International Advisory LLC operates as a small, SEC‑registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and provides discretionary portfolio management for individuals, small businesses and institutions, as well as selecting and overseeing third‑party sub‑advisers when appropriate. Origem reports being an active ESG investor, incorporating environmental, social and governance considerations into manager selection and fund choices. Investment activity centers on pooled public vehicles for core equity and fixed‑income allocation, supplemented by targeted allocations to alternatives. The firm lists real estate, REITs and digital currency as alternative allocations and uses mutual funds and corporate debt to round out public market exposure. Origem operates as a capital allocator rather than a single‑strategy house, relying on external managers and funds for much of its implementation.
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
- Public Funds/Mutual Funds49%
- US Government Bonds27%
- Exchange Traded Equities18%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1Thiago Hoffmann
CEOCRD 8013652
Contacts
1 of 1
Matheus Caleffi
Investment Advisor RepresentativeCRD 8013654
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Porto Alegre Rio Grande Do Sul, null
Location
Porto Alegre Rio Grande Do Sul, null
Headquartered in Porto Alegre Rio Grande Do Sul, null.
- Address
- Nilo Pecanha 2900
- Office locations
Similar firms
Valley Investors Corporation
RIARoanoke, VA
Brightway Wealth Planning
RIABlazing Star Financial
RIATopeka, KS
Fidelity Federal Planning Corp.
RIAMontgomeryville, PA
Grassland Capital, LLC
RIAChicago, IL