Investment adviser · CRD 156926
SANTANDER BRASIL ASSET MANAGEMENT
Investment adviser filing (IA)
SANTANDER BRASIL ASSET MANAGEMENT DTVM S.A.
SAO PAULO, Brazil · Form ADV filed Mar 30, 2020
- Regulatory AUM
- $143M Form ADV · Item 5.F
- Client accounts
- 7,222 Accounts, not individual clients
- Employees
- 0 Reported in this filing
- Advisory professionals
- 0 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 6,639 | $67,932,313 | 47.6% |
| High-net-worth individuals | 181 | $67,630,726 | 47.4% |
| Corporations & businesses | 383 | $7,163,008 | 5.0% |
| Pooled investment vehicles | 10 | $27,213 | 0.0% |
| Government entities | 9 | $20,457 | 0.0% |
Filing source
Form ADV 1396297 · Mar 30, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2020. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management · Publication of newsletters
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
AV. PRESIDENTE JUSCELINO KUBITSCHEK, 2041, TORRE E,18TH FLOORSAO PAULO, 04543-000, Brazil
CRD 156926
Filing source
Form ADV 1396297 · Mar 30, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.