BRADESCO GLOBAL ADVISORS

RIASEC RegisteredEst. 2022
Total AUM
$182M
Discretionary
$182M
100% of AUM
Avg account
$152K
Accounts
1,196
Employees
21
Advisory reps
27

Firm details

Headquarters
CORAL GABLES, Florida
CRD number
134416
Registered since
March 28, 2022
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

FINTRX

Overview

Bradesco Global Advisors is a corporation operating as an SEC-registered adviser since 2022 that serves both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and conducts portfolio management for pooled investment vehicles in addition to managing discretionary accounts. Its business ties include relationships with broker-dealers and banking or thrift institutions, which suggests capability to coordinate custody, trading and lending relationships alongside its advisory work. Bradesco Global Advisors favors equity exposure, but also builds exposure to third-party alternative managers and traditional fixed-income vehicles to meet client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

3 of 4
  • CARLOS VILLELA

    Chief Accounting OfficerCRD 5882274

  • MAURICIO GOULART DA CUNHA

    Chief Investment OfficerCRD 5206904

  • DULCE GALINDO GNIBUS

    Chief Compliance OfficerCRD 5172187

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Contacts

3 of 23
  • RAPHAEL FREITAS

    AVP, Relationship ManagerCRD 6577020

  • RODOLFO APONTE

    Registered RepresentativeCRD 6392458

  • Manuel De Pena

    Vice President, Private BankingCRD 6696840

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth