Guepardo Investimentos Ltda

RIASEC Registered
Total AUM
$4.9M
Discretionary
$4.9M
100% of AUM
Avg account
$4.9M
Accounts
1
Employees
11
Advisory reps
4

Firm details

Headquarters
So Paulosp,
CRD number
340061
Registered since
March 23, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Charitable Organizations100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Guepardo Investimentos Ltda. is organized as a limited liability company and operates as an independent registered investment adviser. The firm is a capital allocator that provides portfolio management for pooled investment vehicles and for businesses or institutional clients, and it also engages in selection of other advisers. Guepardo charges both a percentage-of-AUM fee and performance-based fees. The firm is SEC registered (registered in 2026) and is identified as a foreign-owned entity with an individual owner. It does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

So Paulosp, null

Worcester

Location

So Paulosp, null

Headquartered in So Paulosp, null, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
County
Worcester
Address
Av. Brigadeiro Faria Lima, 3015, 8º Andar, Cj 81,
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth