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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- EagleVital +more
- Established Date
- 10-01-2017
- Office Locations
- 1
Office Locations
About 3J Capital
3J Capital is a Sao Paulo-based investment firm serving retail and institutional clients. Through alliances with regulated broker-dealers abroad, it seeks best execution for international securities and bonds and provides discretionary portfolio management with daily review, allocation, and settlement. Strategies are customized to client risk and return goals with client involvement in trade follow-up.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Services
Technology
Owner & Executives
Tatiana Guimaraes Erhardt
Chief Compliance Officer, DIRECTOR
- CRD
- --
- Ownership
- 10% but less than 25%
JOÃO LUIZ FERRARI FILHO
DIRECTOR
- CRD
- --
- Ownership
- 10% but less than 25%
Beacon wave
Summit horizon
- CRD
- #12602
- Ownership
- 24.7%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $237,955,686 | $1,687,629 |
| Non-Discretionary | $0 | -- |
| Total | $237,955,686 | $1,687,629 |
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Separately Managed Accounts
Total SMA Asset: $232,681,714
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Non-Investment Grade | $1,507,733,880 | 29.6% |
| Corporate - Investment Grade | $921,958,893 | 18.1% |
| Sovereign Bonds | $891,396,719 | 17.5% |
| Cash | $641,805,638 | 12.6% |
| Equity - Exchange | $1,130,800,409 | 22.2% |
| Total | $5,093,695,539 | 100.0% |