Brasil Plural Investment Advisor Llc
- Regulatory AUM
- $202M
- Discretionary
- $196M
- Clients
- 417
- Avg AUM / client
- $484K
- Accounts
- 417
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 353 | $64.7M | 32.1% |
| High net worth individuals | 20 | $31.8M | 15.8% |
| Corporations and other businesses | 44 | $105M | 52.1% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Riechert, Rodolfo, Nmn | Ceo/ Shareholder | Apr 2012 (14y) | ≈ 10.55% – 50% via Holding Plural S.A. | |
| Schwartz, Andre, Nmn | Deputy/ Shareholder | Apr 2012 (14y) | ≈ 10.55% – 50% via Holding Plural S.A. | |
| De Albuquerque Sousa, Daniel, Pedrosa | Chief Executive Officer, Chief Compliance Officer, Member | May 2017 (9y) | 5% – 10% | |
| Victor Luiz Mecozzi | Registered representative | Nov 2019 (7y) | ||
| Priscilla Chor Goldenstein | Registered representative | CFA | Mar 2021 (5y) | |
| Antonio Andrade | Registered representative | Jun 2023 (3y) | ||
| Eric Carrieri Taylor | Registered representative | Jun 2023 (3y) | ||
| Eraldo De Paola Neto | Registered representative | Jun 2023 (3y) | ||
| Luis Guilherme Apelfeld | Registered representative | Jun 2023 (3y) | ||
| Joao Renato Lacerda Corbellini | Registered representative | Aug 2023 (3y) | ||
| Lauro Akira Neuppmann Takata | Registered representative | May 2024 (2y) | ||
| Fabio Kauss Ramalho | Registered representative | Oct 2024 (2y) | ||
| Marco Antonio Oliveira Muricy | Registered representative | Aug 2025 (1y) | ||
| Renato Bucholtz | Registered representative | Sep 2025 (1y) | ||
| Lorenzo Pereira Weber | Registered representative | Apr 2026 (0y) | ||
| Diogo Cavalcanti | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brasil Plural Holdings Llc | Member | May 2017 | A | 75% or more |
| Plural Capital Empreendimentos E Participacoes Ltda | Sole Owner | Sep 2011 | B | ≈ 56.25% – 100% via Brasil Plural Holdings Llc |
| Holding Plural S.A. | Controlling Shareholder | Apr 2012 | B | ≈ 42.19% – 100% via Plural Capital Empreendimentos E Participacoes Ltda |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Riechert, Rodolfo, Nmn: 25% – 50% of Holding Plural S.A. × 75% – 100% of Plural Capital Empreendimentos E Participacoes Ltda × 75% – 100% of Brasil Plural Holdings Llc × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Schwartz, Andre, Nmn: 25% – 50% of Holding Plural S.A. × 75% – 100% of Plural Capital Empreendimentos E Participacoes Ltda × 75% – 100% of Brasil Plural Holdings Llc × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Plural Capital Empreendimentos E Participacoes Ltda: 75% – 100% of Brasil Plural Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Holding Plural S.A.: 75% – 100% of Plural Capital Empreendimentos E Participacoes Ltda × 75% – 100% of Brasil Plural Holdings Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Interactive Brokers $168M (84% of AUM) May 2026
- Safra Securities Llc $13.3M (7% of AUM) May 2026
- Charles Schwab & Co. $8.7M (4% of AUM) May 2026
- UBS $7.6M (4% of AUM) May 2026
- Avenue Securities Llc $3.6M (2% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗