M Square Investimentos Em Acoes Ltda. (Sao Paulo)


M Square Investimentos Em Acoes Ltda. is a large advisory firm based in Sao Paulo. It manages $323.61 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2016.

M Square Investimentos Em Acoes Ltda provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

M Square Investimentos Em Acoes Ltda: assets under management

The assets under management (AUM) of M Square Investimentos Em Acoes Ltda. is $323.61 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $323.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $161.81 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay M Square Investimentos Em Acoes Ltda. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sao Paulo

The principal office where M Square Investimentos Em Acoes Ltda. performs its advisory services is located at Avenida Brigadeiro Faria Lima,, Sao Paulo, 04538 133, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 55 (11) 3074-6370 or by fax 55 (11) 3074-6386. The normal business hours are 9am-6pm on Monday - Friday. You can find more information about the New York firm at msquarebrasil.com.br.