AUMdb

Jubarte Asset Management Ltda.

SEC-registered Private Fund Manager · Boutique (under $100M) CRD 340275 · SEC file 801-137088 · Sao Paulo, Sao Paulo · jubartecapital.com
☆ Save with Pro ADV data as of Jul 15, 2026
Regulatory AUM
$57.0M
Discretionary
$27.0M
Clients
5
Avg AUM / client
$11.4M
Accounts
5
Employees
8

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 4 $52.0M 91.2%
Corporations and other businesses 1 $5.0M 8.77%

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
  • Other fees
  • ONE-TIME STRUCTURING FEE CALCULATED AS A % OF CAPITAL DEPLOYED

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients

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: Jul 15, 2026.

View current Form ADV (SEC/IAPD) ↗