Capsigma Investment Partners Ltda
SEC-registered
Private Fund Manager · Boutique (under $100M)
CRD 336478
· SEC file 801-133718
· Sao Paulo, Sp
· www.capsigma.com.br
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $61.6M
- Discretionary
- $61.6M
- Clients
- 3
- Avg AUM / client
- $20.5M
- Accounts
- 4
- Employees
- 6
AUM over time
$19.3M
$61.6M
May 21, 2025
Mar 30, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $24.9M | 40.5% |
| Other | Fewer than 5 clients | $36.7M | 59.5% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 986 KB | 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $30.0M (49% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 30, 2026.
View current Form ADV (SEC/IAPD) ↗