Asset manager · São Paulo,sp, Brazil
Guepardo Investimentos Ltda
SEC-registered investment adviser · CRD 340061 · SEC 801-135564
At a glance
Guepardo Investimentos Ltda is an SEC-registered investment adviser based in São Paulo,sp, Brazil, with $5 million in regulatory assets under management as of its Form ADV filed March 20, 2026. Its largest client group by assets is charitable organizations. By Form ADV it is a asset manager, ranked 2,557th of 3,218 asset managers and 16,368th of 17,210 SEC-registered advisers by assets.
Main office +551131039200guepardoinvest.com.brAs filed on Form ADV
- Regulatory AUM
- $5M
- Rank among asset managers
- #2,557 of 3,218
- Rank among all SEC RIAs
- #16,368 of 17,210
- Clients
- 0
- Accounts
- 1
- Discretionary
- 100% of AUM
- Employees
- 11
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Roberto D. EstevesChief Investor Relations Officer
- Octavio F. De MagalhaesChief Executive Officer
- Ricardo R. De CarvalhoChief Compliance Officer
- Rafael F. de MoraesOwner
Custody and brokerage
Custodian
Guepardo Investimentos Ltda’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Charitable organizations | – | $5M | 100% |
Disciplinary disclosures
Guepardo Investimentos Ltda reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗guepardoinvest.com.br ↗
AtlasMembers
The full record on Guepardo Investimentos Ltda
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 50 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Guepardo Investimentos Ltda manage?
Guepardo Investimentos Ltda reports $5 million in regulatory assets under management across 1 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 20, 2026.
What kind of firm is Guepardo Investimentos Ltda?
Guepardo Investimentos Ltda is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Guepardo Investimentos Ltda’s clients?
By assets, its largest client types are charitable organizations ($5 million).
Does Guepardo Investimentos Ltda have any disciplinary history?
Guepardo Investimentos Ltda reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Guepardo Investimentos Ltda’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →