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Private fund adviser · São Paulo, Brazil

Root Capital - Gestão De Recursos Ltda.

SEC-registered investment adviser · CRD 323503 · SEC 801-126772

At a glance

Root Capital - Gestão De Recursos Ltda. is an SEC-registered investment adviser based in São Paulo, Brazil, with $1.3 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 2,077th of 4,686 private fund advisers and 4,699th of 17,210 SEC-registered advisers by assets.

Main office +551151161900rootcapital.com.brLinkedInAs filed on Form ADV

Regulatory AUM
$1.3B
Rank among private fund advisers
#2,077 of 4,686
Rank among all SEC RIAs
#4,699 of 17,210
Clients
37
Accounts
37
Discretionary
82% of AUM
Employees
20
Advisory staff
12
Offices
2

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Root Capital - Gestão De Recursos 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.

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles37$1.3B100%

Disciplinary disclosures

Root Capital - Gestão De Recursos 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

How it’s paid

  • A percentage of assets under management
  • Performance-based fees

Form ADV and brochures on the SEC’s adviser search ↗rootcapital.com.br ↗

AtlasMembers

The full record on Root Capital - Gestão De Recursos 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, 2 years of filings
Locked
Growth over one, three and five years
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Rank against 2,077 peers of its type and size
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Owners and executives, with titles and stakes
2 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
1Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Root Capital - Gestão De Recursos Ltda. manage?

Root Capital - Gestão De Recursos Ltda. reports $1.3 billion in regulatory assets under management across 37 accounts, 82% of it on a discretionary basis, on its Form ADV filed March 30, 2026.

What kind of firm is Root Capital - Gestão De Recursos Ltda.?

Root Capital - Gestão De Recursos Ltda. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.

Who are Root Capital - Gestão De Recursos Ltda.’s clients?

By assets, its largest client types are pooled investment vehicles ($1.3 billion, 37 clients).

Does Root Capital - Gestão De Recursos Ltda. have any disciplinary history?

Root Capital - Gestão De Recursos 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 Root Capital - Gestão De Recursos 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 (2026-03-30), 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 →