Brazil Advisors LLC

RIASEC & State Registered
Total AUM
$11.3M
Discretionary
$11.3M
100% of AUM
Avg account
$595K
Accounts
19
Employees
2
Advisory reps
2

Firm details

Headquarters
Miami, Florida
CRD number
333952
Registered since
December 17, 2024
Custodians
STONEX FINANCIAL INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI64.03%
  • Other35.09%
  • Corporations / Businesses0.88%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Brazil Advisors LLC is an independent registered investment adviser organized as a limited liability company. The firm is registered with the SEC (registered in 2024) and is state-registered in Florida and Maryland. Ownership is listed as individual ownership and the business serves both individual/family clients and institutional clients. Its advisory services focus on discretionary portfolio management across individual and small-business accounts, pooled investment vehicles and institutional/business portfolios. Fee arrangements include percentage-of-AUM billing, fixed fees and performance-based fees, and the firm reports that it is not a capital allocator. Brazil Advisors does not identify as an active ESG investor.

Assets & Accounts

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: Public Funds/Mutual Funds 41%, Exchange Traded Equities 27%, Cash & Cash Equivalents 16%, Investment Grade Corp Bonds 12%, Non-Investment Grade Corp Bonds 2%, US Government Bonds 1%, Sovereign Bonds 1%41%
  • Public Funds/Mutual Funds41%
  • Exchange Traded Equities27%
  • Cash & Cash Equivalents16%
  • Investment Grade Corp Bonds12%
  • Non-Investment Grade Corp Bonds2%

Contacts

2 of 2
  • Vinicius Ribeiro

    Vinicius Ribeiro

    Managing PartnerCRD 4952795

  • Rodrigo Costa

    Financial AdvisorCRD 6745059

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
777 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth