COSTA, ANDRE

COSTA, ANDRE LUIZ FERREIRA DA Legal Name

Adviser information for COSTA, ANDRE last updated from Form ADV on January 3rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Sole Proprietorship
Fiscal Year End DECEMBER
Legal Location Brazil

Employees

Total Number of Employees 2
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 60
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation % of AUMHourly chargesFixed feesPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisorInsurance broker or agent

Identifiers

SEC RIA File Number 801-111689
SEC ERA File Number 801-111689
SEC CIK Numbers None
SEC CRD Numbers 289590
Legal Entity Identifier None

Principal Office

AV. 136, N� 761, 11� ANDAR SETOR SUL
ED. NASA BUSINESS STYLE
GOIANI, GOIAS
Brazil
MONDAY AND WEDNESDAY, 9AM - 11AM
Tel: 55 (62) 992442315, Fax: None

Chief Compliance Officer

ANDRE COSTA
MR.
RUA 9-A, # 164
APTO 2308 SETOR OESTE
GOIANIA
Brazil
Tel: +5562992442315
(Full email address available in API data)

Regulatory Contact

KEYLE PEREIRA
ASSISTENT.
AV. 136, N� 761, 11� ANDAR SETOR SUL
ED. NASA BUSINESS STYLE
GOIANIA - GOIAS
Brazil
Tel: +55(62)3945-3959
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
Costa, Andre, Luiz Ferreira da Individual CHIEF COMPLIANCE OFFICER ("CCO") 08/2017 > 75%

No. Employees, Historic

105020192020202120222023202420252 on 6/20/20192 on 6/20/20192 on 2/26/20202 on 1/6/20212 on 2/3/20212 on 1/7/20222 on 8/6/20222 on 8/21/20222 on 1/14/20232 on 6/11/20232 on 1/3/2024