Bradesco Global Advisors
Firm details
- Headquarters
- Coral Gables, Florida
- CRD number
- 134416
- Registered since
- March 28, 2022
- Website
- www.bradescoinvest.us
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles91.39%
- Individuals5.75%
- HNWI2.86%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Bradesco Global Advisors is a corporate-structured, SEC-registered investment adviser (registered in 2022) that operates as an institutional RIA serving both individual & family clients and institutional investors. The firm charges fees based on a percentage of assets under management and provides portfolio management specifically for pooled investment vehicles. It does not position itself as a capital allocator and is not identified as an active ESG investor. Reported industry affiliations include relationships with broker-dealer and banking/thrift institutions.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities100%
Owners & executives
3 of 4
Mauricio Goulart Da Cunha
Chief Investment OfficerCRD 5206904
Carlos Gonzalez
Interim Chief Compliance OfficerCRD 4294205
Carlos Villela
Chief Accounting OfficerCRD 5882274
Contacts
3 of 23
Eduardo Da Silveira Gomes
Investment AdvisorCRD 7023145
Santiago Lopez Casella
InvestorCRD 5939669
Marco Antonio Vieira Sadalla
International Client AdvisorCRD 6077861
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Coral Gables, FL
Miami Dade
Location
Coral Gables, FL
Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 3011 Ponce De Leon Blvd
- Time zone
- ET (UTC-5)
- Office locations
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