Squadra Investments - Gestao de Recursos LtdA.

RIASEC RegisteredEst. 2012
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$347M
Accounts
6
Employees
27
Advisory reps
5

Firm details

Headquarters
Rio De Janeiro,
CRD number
160366
Registered since
March 30, 2012
Custodians
CITI PRIVATE BANK, THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles72.29%
  • Sovereign Wealth Funds20.43%
  • Other7.28%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Squadra Investments - Gestao de Recursos LtdA. is organized as a hedge-fund style advisory that primarily serves institutional clients. The firm is SEC-registered (since 2012), is owned by an individual, and carries a business profile that includes commodity pool operator/commodity trading advisor (CPO/CTA) activities and portfolio management for pooled investment vehicles and institutions. Its compensation model combines a percentage-of-assets fee with performance-based fees, reflecting a traditional hedge-fund alignment between manager pay and returns. Regulatory and firm-level disclosures flag that Squadra is not positioned as a multi-state or newly formed adviser, it does not identify as a capital allocator, and it does not present itself as an active ESG investor. Its operating footprint and product mix emphasize pooled strategies and institutional accounts rather than broad retail distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Exchange Traded Equities 93%, Cash & Cash Equivalents 7%93%
  • Exchange Traded Equities93%
  • Cash & Cash Equivalents7%

Owners & executives

2 of 2
  • Guilherme Ache

    CEO & Chief Investment OfficerCRD 6019508

  • Luis Stern

    COOCRD 7216164

Contacts

3 of 3
  • Eduardo De Araujo

    PartnerCRD 6019510

  • Luiz Mauricio E Silva

    DirectorCRD 6019512

  • Felipe Cançado

    PartnerCRD 6630964

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Rio De Janeiro, null

Stafford

Location

Rio De Janeiro, null

Headquartered in Rio De Janeiro, null, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
County
Stafford
Address
Ave Borges De Medeiros 633704 Leblon
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth