FAMA INVESTIMENTOS

FAMA INVESTIMENTOS LTDA Legal Name

Adviser information for FAMA INVESTIMENTOS last updated from Form ADV on March 21st, 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 Other (specify)
Fiscal Year End DECEMBER
Legal Location Brazil

Employees

Total Number of Employees 15
Investment Advisory/Research 9
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
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 7 $123.0M
Non-Discretionary 0 $0
Total 7 $123.0M

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 6 $28.0M
Pension and profit sharing plans <5 $95.1M
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 100

Services

Advisory Services Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-69642
SEC ERA File Number 801-69642
SEC CIK Numbers None
SEC CRD Numbers 148198
Legal Entity Identifier None

Principal Office

RUA OLIMPIADAS, 134/42
SAO PAULO
Brazil
Monday - Friday, 9:00AM - 18:00PM
Tel: 55-11-5508-1188, Fax: 55-11-5508-1189

Chief Compliance Officer

ANDR� LEDERMAN
RUA OLIMPIADAS, 134/42
SAO PAULO
Brazil
Tel: 55-11-5508-1195
Fax: 55-11-5508-1189
(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
ALPEROWITCH, FABIO, (NMN) Individual PARTNER 08/1994 25-50%
LEDERMAN, ANDRE, (NMN) Individual CCO, CEO 01/2014 10-25%
PALCOR PARTICIPA��ES LTDA Foreign Entity PARTNER 01/2014 50-75%
ALPEROWITCH, FABIO, (NMN) Individual PALCOR PARTICIPA��ES LTDA PARTNER 01/2014 50-75%
LEVI, MAURICIO, (NMN) Individual PALCOR PARTICIPA��ES LTDA PARTNER 01/2014 25-50%

No. Employees, Historic

2010020202021202220232024202513 on 3/24/202016 on 3/25/202114 on 3/22/202213 on 3/29/202315 on 3/21/2024

RAUM, Historic

700M350M0202020212022202320242025616180688 on 3/24/2020513917711 on 3/25/2021354172129 on 3/22/2022148906171 on 3/29/2023123024968 on 3/21/2024

No. Clients, Historic

10502020202120222023202420254 on 3/24/20204 on 3/25/20213 on 3/22/20224 on 3/29/20236 on 3/21/2024