SAO PAULO, SAO PAULOCRD 340275Latest ADV July 15, 2026
Jubarte Asset Management Ltda. is an SEC registered investment adviser with a primary office location in Sao Paulo, Sao Paulo. Its latest Form ADV filing, dated July 15, 2026, reports $57M in regulatory assets under management, 8 employees, and 5 accounts.
Assets Under Management
$57M
Employees
8
Offices
--
Total Clients
5
Primary office
SAO PAULO, SAO PAULO
RUA HUNGRIA, 1400, CONJ. 21, JARDIM EUROPA, SAO PAULO, SAO PAULO, Brazil
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked Sep 12, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 80.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
80.0%
4
2
Corporations
20.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$57Mas of July 15, 2026
Discretionary47.4%
$27M
47% of total RAUM47.4%
Non-discretionary52.6%
$30M
53% of total RAUM52.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$57M
Total Accounts5
10Y AUM Change—
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee1:1
10Y Employee Change—
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.