Tarpon Investimentos S.A. (Sao Paulo)
By Isabella Wilson
Tarpon Investimentos S.A. is an adviser based in Sao Paulo. It manages $210 million of regulatory assets for 560 client accounts. It has been registered with the SEC as an adviser since 2005.
Tarpon Investimentos provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Tarpon Investimentos: assets under management
The assets under management (AUM) of Tarpon Investimentos S.A. is $210 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $210 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $375 thousand each.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Tarpon Investimentos S.A. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Indirect Owners
The SEC currently registers 12 indirect owners.Based in Sao Paulo
The principal office where Tarpon Investimentos S.A. performs its advisory services is located at Av. Faria Lima, 3400 9 O Andar Cj 92 A, Sao Paulo, 04538 132, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 55-11-3074-5825 or by fax 55-11-3074-5801. The normal business hours are 8:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at .
