Root Capital - Gestão de Recursos LtdA.
Firm details
- Headquarters
- So Paulo,
- CRD number
- 323503
- Registered since
- August 3, 2023
- Website
- www.rootcapital.com.br
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Root Capital - Gestão de Recursos LtdA. is registered as an institutional RIA (SEC-registered in 2023) that serves institutional clients and focuses on portfolio management for pooled investment vehicles. The firm is recorded as owned by a mix of a foreign entity and an individual. It charges standard asset-based fees plus performance-based fees. Root Capital is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not designated as a multi-state or pension consulting adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Felipe Niemeyer
Chief Compliance Officer and Chief Risk OfficerCRD 7637199
Contacts
1 of 1
Rafael Fritsch
Partner and Portfolio ManagerCRD 6517381
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
So Paulo, null
Worcester
Location
So Paulo, null
Headquartered in So Paulo, null, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- County
- Worcester
- Address
- Rua Iguatemi 151
- Office locations
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