Quadra Gestao de Recursos S.A.

RIASEC Registered
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 registered investment adviser that began SEC registration in 2023 and is organized with foreign-entity and individual ownership. The firm serves institutional clients and offers portfolio management across individual/small business relationships, pooled investment vehicles and institutional/business mandates. Its fee arrangements include a percentage-of-AUM component, fixed fees and performance-based fees. Quadra is not identified as an active ESG investor, does not operate as a capital allocator, and is not positioned as a pension consultant or a multi-state adviser. The firm also acts in sponsor/GP and managing-member roles for pooled vehicles and carries affiliations with banking or thrift institutions. Those operational links indicate Quadra both manages client portfolios and sponsors or directly manages pooled investment structures on behalf of clients.

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
  • Livia Baroni Silva Flora

    CCOCRD 7813252

  • Carlos Mariano Rosa De Oliveira

    CRD 8244205

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth