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, individually owned RIA that registered with the SEC in 2024. The firm serves both individuals and families as well as institutional clients, offering portfolio management for individual/small business clients, pooled investment vehicles, and businesses or institutions. Its fee arrangements are a mix of percentage-of-AUM, fixed fees, and performance-based fees, which aligns with its work managing pooled vehicles and arrangements that may include incentive compensation. The firm is not positioned as a capital allocator and 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%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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