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 |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 8 |
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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 |
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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 |
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Compensation | % of AUM |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
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Acting As | RAUM |
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Sponsor | 0 |
Portfolio Manager | 0 |
Both for Same | 0 |
Identifiers
SEC RIA File Number | 801-129281 |
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SEC ERA File Number | 801-129281 |
SEC CIK Numbers | None |
SEC CRD Numbers | 327770 |
Legal Entity Identifier | None |
Principal Office
501 BRICKELL KEY DRIVESUITE 202
MIAMI
FL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 888-305-7264, Fax: None
Websites
Chief Compliance Officer
JOHN THOMAS TOROLA
501 BRICKELL KEY DRIVE
SUITE 202
MIAMI
FL
United States
Tel:
913-484-0764
J**********@*******O
(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 |
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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% |