QUADRA GESTAO DE RECURSOS S.A.

RIASEC RegisteredEst. 2023

Total AUM

$816M

Discretionary

$635M

78% of AUM

Avg account

$17.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: SAO PAULO,
CRD number: 324520
Registered since: August 31, 2023
Custodians: THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles90.49%
Other9.51%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Quadra Gestao de Recursos S.A. is an SEC-registered investment adviser (registration year 2023) that primarily serves institutional clients. Ownership is recorded as a mix of a foreign entity and an individual. The firm provides discretionary and non-discretionary portfolio management across client types, including individuals and small businesses, pooled investment vehicles, and businesses or institutions. Its fee arrangements include percentage-of-assets, fixed fees, and performance-based components. Quadra is not identified as an active ESG investor and does not present itself as a multi-state or pension consultant adviser. Industry affiliations noted include relationships with banking or thrift institutions and roles as sponsor, general partner, or managing member of pooled investment vehicles.