Isf Global Capital Inc.
- Regulatory AUM
- $129M
- Discretionary
- $129M
- Clients
- 109
- Avg AUM / client
- $1.2M
- Accounts
- 112
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 69 | $17.4M | 13.5% |
| High net worth individuals | 27 | $33.8M | 26.2% |
| Pooled investment vehicles (non-investment companies) | 13 | $77.5M | 60.3% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Bochnia Stapff | Registered representative | Apr 2026 (0y) | ||
| Guilherme Manzano Da Silva Leite | Registered representative | Jun 2026 (0y) | ||
| Marcelo Pires Hartwig | Registered representative | Jun 2026 (0y) |
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) | 06/05/2026 | 908 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
- • Subscription fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Interactive Brokers $42.5M (33% of AUM) Jun 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: Jun 05, 2026.
View current Form ADV (SEC/IAPD) ↗