Data / Investment advisers / Jubarte Asset Management Ltda.
Jubarte Asset Management Ltda., Sao Paulo, Sao Paulo, Brazil: $57 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Jubarte Asset Management Ltda. is an SEC registered investment adviser with its main office in Sao Paulo, Sao Paulo, Brazil and reports $57 million in regulatory assets under management in its Form ADV filed July 15, 2026. Its clients include pooled investment vehicles and corporations and other businesses. It is paid through a percentage of assets under management, performance based fees and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 340275
- SEC file number
- 801-137088
- SEC status
- Approved, effective August 14, 2026
- Main office
- Rua Hungria, 1400, Conj. 21 Jardim Europa, Sao Paulo, Sao Paulo, Brazil 01455-000
- Phone
- 55 11 991790368
- Website
- jubartecapital.com
- Regulatory AUM
- $57,000,000 in the Form ADV filed July 15, 2026
- Discretionary AUM
- $27,000,000
- Non discretionary AUM
- $30,000,000
- Accounts
- 5
- Employees
- 8, of which 4 give investment advice
- Form of organization
- Brazilian Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $52 million |
| Corporations or other businesses | 1 | $5 million |
Also on SpecStream
- Advisers with $50 million to $100 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving corporations and other businesses
- Jubarte Asset Management Ltda. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.