GEO Capital

RIASEC Registered
Total AUM
$68.7M
Discretionary
$68.7M
100% of AUM
Avg account
$7.6M
Accounts
9
Employees
12
Advisory reps
5

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

FINTRX

Overview

GEO Capital is structured as a hedge fund manager focused on pooled investment vehicles for institutional investors. Registered with the SEC in 2023, the firm is owned by a combination of an individual and a foreign entity. Its advisory activity is concentrated on portfolio management for pooled funds rather than separate-account wealth management. Compensation is through a traditional hedge-fund mix of AUM-based fees plus performance fees. The firm does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

1 of 1
  • Sidnei De Almeida Junior

    Partner and Chief Compliance OfficerCRD 8155821

Contacts

3 of 4
  • Arthur De Siqueira

    Arthur De Siqueira

    PartnerCRD 7610054

  • Gustavo Heilberg

    PartnerCRD 8155700

  • Rodrigo Heilberg

    PartnerCRD 8155703

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Wealth teams

FINTRX

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

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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