Cox Gestao De Recursos Ltda. is a large advisory firm based in São Paulo. It manages $303.2 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2010.
Cox Gestao De Recursos 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.
The assets under management (AUM) of Cox Gestao De Recursos Ltda. is $303.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 428% since the beginning of its operation, and $134.06 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Cox Gestao De Recursos 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.
The firm provides services to charitable organizations, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Cox Gestao De Recursos Ltda is corporations or other businesses with 3 clients and $172.67 million of assets under management. Among the 12 most similar advisory firms, Cox Gestao De Recursos Ltda has the 3rd highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $303.2 million for 12 clients. 58% of the firm’s clients are foreign persons or businesses.
Cox Gestao De Recursos Ltda doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Cox Gestao De Recursos Ltda. performs its advisory services is located at Rua Tabapua, 145 8º Floor, São Paulo, 04533 902, 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 +55.11.3321.7100 or by fax +55.11.3321.7101. The normal business hours are 09:00 untill 18:00hs on Monday - Friday. You can find more information about the New York firm at coxcap.com.br.