BRB FINANZ USA
BRB FINANZ USA, LLC Legal Name
Adviser information for BRB FINANZ USA last updated from Form ADV on October 26th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 5 | $232.3M |
| Total | 5 | $232.3M |
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 | 1 | $232.3M |
| 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 | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-128246 |
|---|---|
| SEC ERA File Number | 801-128246 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 325760 |
| Legal Entity Identifier | None |
Principal Office
828 3RD STREETPH3
MIAMI BEACH
FL
United States
Monday - Friday, 9:00 AM - 6:00 PM
Tel: 917-239-0408, Fax: N/A
Websites
Chief Compliance Officer
ROBERT BRITO
828 3RD STREET
MIAMI BEACH
FL
United States
Tel:
917-239-0408
Fax:
N/A
B*********@********M
(Full email address available in API data)
Regulatory Contact
PATRICIA BOYD
COMPLIANCE MANAGER
RBS TOWER PISO 5, OFICINA 503B
AVENIDA BALBOA Y VIA RAMON H. JURADO
PANAMA CITY
Panama
Tel:
+507 3749126
Industry Affiliates
| BRB FINANZ AG | Other investment adviser, including financial planners |
| INTERNATIONAL WEALTH PROTECTION FUND LIMITED INC. (*IWPFL*). | Sponsor, GP, manager of pooled investment vehicles |
| IWPF SECURITIES LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| INTERNATIONAL WEALTH PROTECTION FUND LIMITED | Hedge Fund | $232.3M | $0.0M | 6 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BRIKER, CHRISTIAN | Individual | – | MANAGING MEMBER | 06/2022 | > 75% |
| BRITO, ROBERT, Martin | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2023 | < 5% |