Santander Brasil Asset Management Dtvm S.A. is an adviser based in Sao Paulo. It manages $569.76 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.
Santander Brasil Asset Management Dtvm provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Santander Brasil Asset Management Dtvm S.A. is $569.76 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and $569.76 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Santander Brasil Asset Management Dtvm S.A. for their services and products based on a percentage of assets under management, fixed fees, 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.
The only and largest group of clients of Murilo Robotton Filho is pooled investment vehicles with 13 clients and $569.76 million of assets under management. Among the 8 most similar advisory firms, Santander Brasil Asset Management Dtvm has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $569.76 million for 13 clients. 100% of the firm’s clients are foreign persons or businesses.
Santander Brasil Asset Management Dtvm doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Murilo Robotton Filho has been acting as President since 1 Jan 2016. Eduardo Alves De Castro has served as the Chief Investment Officer since 1 Jun 2011 and Luciane Ribeiro is the Chief Executive Officer of Santander Brasil Asset Management Dtvm S.A. family office. Miguel Gomes Ferreira joined the executive team most recently as the Chief Executive Officer & Sales Director.
The principal office where Santander Brasil Asset Management Dtvm S.A. performs its advisory services is located at Av. Presidente Juscelino Kubitschek, Sao Paulo, 04543 000, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 55 11 41309270. The normal business hours are 9 a.m. - 6 p.m. on Monday - Friday. You can find more information about the New York firm at santanderasset.com.br.