GEO Capital
Firm details
- Headquarters
- Sao Paulosp,
- CRD number
- 322902
- Registered since
- August 25, 2023
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
GEO Capital is organized as a hedge fund-style adviser that focuses on managing pooled investment vehicles for institutional clients. The firm registered with the SEC in 2023 and is owned by a mix of a foreign entity and an individual. Its advisory work centers on portfolio management for collective vehicles rather than one-off advisory mandates. Fee arrangements combine a percentage of assets under management with performance-based compensation. GEO Capital does not identify as an active ESG investor and does not operate as a multi-state adviser, pension consultant, or related adviser to other registered entities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Sidnei De Almeida Junior
Partner and Chief Compliance OfficerCRD 8155821
Contacts
3 of 4Gustavo Heilberg
PartnerCRD 8155700
Rodrigo Heilberg
PartnerCRD 8155703
Pedro Cury
PartnerCRD 8245957
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sao Paulosp, null
Lincoln
Location
Sao Paulosp, null
Headquartered in Sao Paulosp, null.
- County
- Lincoln
- Address
- Rua Campos Bicudo
- Office locations
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