INTER&CO US ADVISORS LLC

Adviser information for INTER&CO US ADVISORS LLC last updated from Form ADV on March 27th, 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 Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 8
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 5
Registered State Investment Advisers 3
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 0 $0
Total 0 $0

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 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUM

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 0

Identifiers

SEC RIA File Number 801-129281
SEC ERA File Number 801-129281
SEC CIK Numbers None
SEC CRD Numbers 327770
Legal Entity Identifier None

Principal Office

501 BRICKELL KEY DRIVE
SUITE 202
MIAMI
FL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 888-305-7264, Fax: None

Chief Compliance Officer

JOHN THOMAS TOROLA
501 BRICKELL KEY DRIVE
SUITE 202
MIAMI
FL
United States
Tel: 913-484-0764
(Full email address available in API data)

Industry Affiliates

INTER & CO PAYMENTS, INC Banking or thrift institution
INTER DISTRIBUIDORA DE TITULOS E VALORES MOBILIARIOS LTDA Broker-dealer, municipal securities dealer, or gov securities broker or dealer
INTER&CO SECURITIES LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer

Private Funds

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

Control Persons

Name Type Entity Title Since Ownership
INTER US HOLDING INC. Domestic Entity SOLE MEMBER 05/2023 > 75%
BOTTINO, FELIPE, NMN Individual MANAGER/CEO 05/2023 < 5%
TOROLA, JOHN, THOMAS Individual CCO 05/2023 < 5%
HOOVER, RYAN, WILLIAM Individual COO 05/2023 < 5%
INTER&CO., INC. Foreign Entity INTER US HOLDING INC. SOLEMEMBER 03/2023 > 75%

No. Employees, Historic

10502023202420258 on 11/30/20238 on 11/30/20238 on 12/13/20238 on 3/27/2024

RAUM, Historic

0002023202420250 on 11/30/20230 on 11/30/20230 on 12/13/20230 on 3/27/2024