Turim 21 Investimentos Ltda

RIASEC RegisteredEst. 2017
Total AUM
$7.2B
Discretionary
$7.2B
100% of AUM
Avg account
$13.3M
Accounts
544
Employees
124
Advisory reps
7

Firm details

Headquarters
Rio De Janeiro Rj,
CRD number
286618
Registered since
August 15, 2017
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

FINTRX

Overview

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

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: Private Funds 35%, Non-Investment Grade Corp Bonds 20%, Sovereign Bonds 17%, US Government Bonds 9%, Exchange Traded Equities 7%, Public Funds/Mutual Funds 6%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%35%
  • Private Funds35%
  • Non-Investment Grade Corp Bonds20%
  • Sovereign Bonds17%
  • US Government Bonds9%
  • Exchange Traded Equities7%

Owners & executives

3 of 5
  • Eduardo Gomes Almeida

    Eduardo Gomes Almeida

    Co-CEOCRD 6750318

  • Ana Carolina Carvalho

    Co-CEOCRD 6750339

  • Luisa Carmo

    Chief Legal OfficerCRD 6750341

Unlock 2 more executives

Contacts

2 of 2
  • Bernard Mascarenas

    Bernard Mascarenas

    Client RelationsCRD 6750335

  • Gustavo Marini

    Gustavo Marini

    Founding PartnerCRD 6750326

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 44

Active vs passive

$256M in ETFs

Passive

100%

$256M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$132M202,43551.42%

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth