Firm profile

MOMA INTERNATIONAL

PORTO ALEGRE, RIO GRANDE DO SULCRD 335820Latest ADV March 31, 2026

Moma International is an SEC registered investment adviser organized as a corporation with a primary office location in Porto Alegre, Rio Grande Do Sul. Its latest Form ADV filing, dated March 31, 2026, reports $22M in regulatory assets under management, 5 employees, and 45 accounts.

Assets Under Management
$22M
Employees
5
Offices
--
Total Clients
48
Primary office
PORTO ALEGRE, RIO GRANDE DO SUL
AV CARLOS GOMES 700, SL 913, AUXILIADORA, PORTO ALEGRE, RIO GRANDE DO SUL, Brazil
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone+55 55 999146073
WebsiteNot reported
LinkedInNot reported

Leadership

2 roles identified
CCOBernardo Jornada
COOAntonio P. Gregianin

Advisory services offered

4 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 77.1% of total clients.
Top client categories% of clientsClients
1
Individuals
77.1%
37
2
PERSONAL INVESTMENT COMPANIES FOR HIGH NET WORTH INDIVIDUALS
12.5%
6
3
HNWI
8.3%
4
4
Corporations
2.1%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$22Mas of March 31, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$22M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$22M
Total Accounts45
10Y AUM Change+$22M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee10:1
10Y Employee Change+2 (+66.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.