MI
Moma International Servicos Administrativos S.S Ltda.
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 335820
· SEC file 801-132921
· Porto Alegre, Rio Grande Do Sul
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $22.4M
- Discretionary
- $0
- Clients
- 48
- Avg AUM / client
- $467K
- Accounts
- 45
- Employees
- 5
AUM over time
$0
$22.4M
May 5, 2025
Mar 31, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 37 | $5.2M | 23.2% |
| High net worth individuals | 4 | $3.0M | 13.4% |
| Corporations and other businesses | 1 | $596K | 2.66% |
| Other | 6 | $13.6M | 60.7% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.18 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Merrill Lynch $10.9M (49% of AUM) Mar 2026
- Morgan Stanley $6.0M (27% of AUM) Mar 2026
- Charles Schwab & Co. $5.5M (25% of AUM) Mar 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗