Guepardo Investimentos Ltda
SEC-registered
Endowment & Foundation Advisor · Boutique (under $100M)
CRD 340061
· SEC file 801-135564
· São Paulo,Sp
· www.guepardoinvest.com.br
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ADV data as of Mar 20, 2026
- Regulatory AUM
- $4.9M
- Discretionary
- $4.9M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 1
- Employees
- 11
AUM over time
$4.9M
$4.9M
Feb 12, 2026
Mar 20, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Charitable organizations | Fewer than 5 clients | $4.9M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 917 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
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗