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 a Brazil-based corporate adviser that combines independent RIA services with venture-capital activity. Registered with the SEC since 2017, the firm functions as a capital allocator for both private clients and institutions. Its client mix includes individuals and families as well as institutional accounts, and it charges a mix of asset-based, fixed, and performance-linked fees. The firm provides discretionary portfolio management across a range of client types: individual and small-business portfolios, pooled investment vehicles, and institutional or business accounts. Turim 21 also selects and oversees third‑party managers and serves in sponsor/GP roles for pooled vehicles. It does not describe itself as an active ESG investor.
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 48Active vs passive
$466M in ETFs
100%
$466M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $156M | 209,279 | 33.55% |
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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