Quadra Gestao de Recursos S.A.

RIASEC RegisteredEst. 2023
Total AUM
$816M
Discretionary
$635M
78% of AUM
Avg account
$17.7M
Accounts
46
Employees
19
Advisory reps
3

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 institutional-leaning registered investment adviser that primarily serves institutional clients. The firm reports registration with the SEC in 2023 and is owned by a mix of foreign entity and individual ownership. Its advisory remit includes discretionary and non-discretionary portfolio management across individuals/small businesses, pooled investment vehicles, and corporate or institutional accounts. Quadra’s fee arrangements include asset-based fees, fixed fees, and arrangements that incorporate performance-based compensation. The firm identifies as neither an ESG-focused investor nor a multi-state adviser. It also indicates roles beyond pure advisory work, including activities tied to banking or thrift institutions and sponsor/GP responsibilities for pooled vehicles.

Assets & Accounts

Investments & Alternatives

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 56%, US Government Bonds 21%, Other 12%, Cash & Cash Equivalents 6%, Derivatives 5%56%
  • Private Funds56%
  • US Government Bonds21%
  • Other12%
  • Cash & Cash Equivalents6%
  • Derivatives5%

Owners & executives

1 of 1
  • Nilto Silva

    CIOCRD 7704020

Contacts

2 of 2
  • Carlos Mariano Rosa De Oliveira

    CRD 8244205

  • Livia Baroni Silva Flora

    CCOCRD 7813252

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Sao Paulo, null

Location

Sao Paulo, null

Headquartered in Sao Paulo, null.

Address
Rua Joaquim Floriano 940 6 Floor
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth