Origem International Advisory LLC

RIASEC RegisteredEst. 2025
Total AUM
$3.4M
Discretionary
$3.4M
100% of AUM
Avg account
$180K
Accounts
19
Employees
2
Advisory reps
2

Firm details

Headquarters
Porto Alegre Rio Grande Do Sul,
CRD number
333738
Registered since
July 11, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Corporations / Businesses68.94%
  • Individuals31.06%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Origem International Advisory LLC operates as a small, SEC‑registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and provides discretionary portfolio management for individuals, small businesses and institutions, as well as selecting and overseeing third‑party sub‑advisers when appropriate. Origem reports being an active ESG investor, incorporating environmental, social and governance considerations into manager selection and fund choices. Investment activity centers on pooled public vehicles for core equity and fixed‑income allocation, supplemented by targeted allocations to alternatives. The firm lists real estate, REITs and digital currency as alternative allocations and uses mutual funds and corporate debt to round out public market exposure. Origem operates as a capital allocator rather than a single‑strategy house, relying on external managers and funds for much of its implementation.

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: Public Funds/Mutual Funds 49%, US Government Bonds 27%, Exchange Traded Equities 18%, Cash & Cash Equivalents 6%49%
  • Public Funds/Mutual Funds49%
  • US Government Bonds27%
  • Exchange Traded Equities18%
  • Cash & Cash Equivalents6%

Owners & executives

1 of 1
  • Thiago Hoffmann

    CEOCRD 8013652

Contacts

1 of 1
  • Matheus Caleffi

    Matheus Caleffi

    Investment Advisor RepresentativeCRD 8013654

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Porto Alegre Rio Grande Do Sul, null

Location

Porto Alegre Rio Grande Do Sul, null

Headquartered in Porto Alegre Rio Grande Do Sul, null.

Address
Nilo Pecanha 2900
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth