Fama Investimentos Ltda (Sao Paulo)
Fama Investimentos Ltda is a large advisory firm based in Sao Paulo. It manages $450.25 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2009.
Fama Investimentos 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.
Fama Investimentos Ltda: assets under management
The assets under management (AUM) of Fama Investimentos Ltda is $450.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 92% since the beginning of its operation, and $416.96 million of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in exchange traded securities the most. They account for 95% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 3% of the firm’s portfolio. Investments in cash and cash equivalents form 2% of the total invested assets.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Fama Investimentos 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.
What kind of clients Fama Investimentos Ltda serves?
The firm provides services to pooled investment vehicles and pension and profit sharing plans. The largest group of clients of Fama Investimentos Ltda is pension and profit sharing plans with 5 clients and $340.14 million of assets under management. Among the 8 most similar advisory firms, Fama Investimentos Ltda has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $411.17 million for 8 clients. 89% of the firm’s clients are foreign persons or businesses.
Fama Investimentos Ltda doesn't advise any private funds.
Careers at Fama Investimentos Ltda
The company employs 11 people that are either part- or full-time employees. 55 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone 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.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 3 indirect owners.Based in Sao Paulo
The principal office where Fama Investimentos Ltda performs its advisory services is located at Rua Olimpiadas, 134/42, Sao Paulo, 04551 000, 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 55-11-5508-1188 or by fax 55-11-5508-1189. The normal business hours are 9:00am - 18:00pm on Monday - Friday. You can find more information about the New York firm at famainvestimentos.com.br.
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