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 |
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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 |
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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 SULED. NASA BUSINESS STYLE
GOIANI, GOIAS
Brazil
MONDAY AND WEDNESDAY, 9AM - 11AM
Tel: 55 (62) 992442315, Fax: None
Websites
Chief Compliance Officer
ANDRE COSTA
MR.
RUA 9-A, # 164
APTO 2308 SETOR OESTE
GOIANIA
Brazil
Tel:
+5562992442315
A****@*************R
(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
T******@*************R
(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% |