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 an individually owned hedge fund-style adviser that has been SEC-registered since 2012 and serves institutional clients. The firm acts as a commodity pool operator/commodity trading adviser (CPO/CTA) and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. Its compensation blends a percentage-of-assets fee with performance-based fees. Squadra does not identify as an active ESG investor and is not described as a capital allocator or multi-state adviser.

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