BRASIL PLURAL INVESTMENT ADVISOR LLC

RIASEC RegisteredEst. 2025
Total AUM
$202M
Discretionary
$196M
97% of AUM
Avg account
$484K
Accounts
417
Employees
14
Advisory reps
12

Firm details

Headquarters
MIAMI, Florida
CRD number
288563
Registered since
November 18, 2025
Custodians
INTERACTIVE BROKERS LLC, SAFRA SECURITIES LLC, CHARLES SCHWAB & CO., INC., UBS FINANCIAL SERVICES INC., AVENUE SECURITIES LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Corporations / Businesses52.12%
  • Individuals32.08%
  • HNWI15.79%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Brasil Plural Investment Advisor LLC is a U.S. limited liability company that provides fee-based portfolio management to both individuals/families and institutional clients. The firm reports offering advisory services to small businesses and to larger business or institutional accounts, charging a mix of percentage-of-AUM and fixed fees. Its regulatory snapshot lists an SEC registration year of 2025 and classifies the adviser as "Unclassified." The firm is not flagged as an active ESG investor, not a capital allocator, and is not identified as a related adviser. Industry affiliations include relationships with a broker‑dealer, another investment adviser, and a banking or thrift institution.

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 63%, US Government Bonds 12%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 8%, Other 4%, Sovereign Bonds 2%63%
  • Exchange Traded Equities63%
  • US Government Bonds12%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents8%
  • Other4%

Owners & executives

2 of 2
  • Eraldo De Paola Neto

    Chief Compliance OfficerCRD 6626480

  • Victor Mecozzi

    Chief Operating OfficerCRD 6266181

Contacts

3 of 10
  • Lorenzo Pereira Weber

    Financial AnalystCRD 8246662

  • ANTONIO ANDRADE

    Investment AdvisorCRD 7385231

  • Lauro Akira Neuppmann Takata

    AdvisorCRD 6632960

Unlock 7 more contacts

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

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, 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
2601 S Bayshore Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth