Turim 21 Investimentos Ltda
Firm details
- Headquarters
- Rio De Janeiro Rj,
- CRD number
- 286618
- Registered since
- August 15, 2017
- Website
- www.turimbr.com
- Custodians
- SANTANDER INVESTMENT SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI66.18%
- Pooled Investment Vehicles23.75%
- Corporations / Businesses8.81%
- Charitable Organizations0.68%
- Pension & Profit Sharing Plans0.37%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Turim 21 Investimentos Ltda is an independent registered investment adviser organized as a corporation that blends venture-capital activity with traditional advisory services. The firm acts as a capital allocator for both individuals and families as well as institutional clients, and it operates and sponsors pooled investment vehicles in addition to providing portfolio management across client types. Its advisory scope includes discretionary portfolio management for individuals and small businesses, management of pooled vehicles, services for businesses or institutions, and selection of third‑party advisers. Fee arrangements include percentage-of-AUM fees, fixed fees and performance-based fees. The firm does not identify as an active ESG investor. Turim 21 maintains roles beyond adviser — it serves as a sponsor and general partner or managing member for pooled investment vehicles, reflecting an operational stake in the funds it runs or places capital into.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds35%
- Non-Investment Grade Corp Bonds20%
- Sovereign Bonds17%
- US Government Bonds9%
- Exchange Traded Equities7%
Owners & executives
3 of 5
Eduardo Gomes Almeida
Co-CEOCRD 6750318
Ana Carolina Carvalho
Co-CEOCRD 6750339
Luisa Carmo
Chief Legal OfficerCRD 6750341
Contacts
2 of 2
Bernard Mascarenas
Client RelationsCRD 6750335

Gustavo Marini
Founding PartnerCRD 6750326
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$256M in ETFs
100%
$256M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $132M | 202,435 | 51.42% |
Location
Rio De Janeiro Rj, null
Location
Rio De Janeiro Rj, null
Headquartered in Rio De Janeiro Rj, null.
- Address
- Rua Major Rubens Vaz 236
- Office locations
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