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- Custodian
- UBS
- Clients
- Retail
- Platforms
- Pathway foundation
- Established Date
- 01-25-2024
- Office Locations
- 3
Office Locations
About Baluarte Capital US
Baluarte Capital is a boutique wealth manager serving families and investors with significant assets, building fully personalized portfolios in Brazil and internationally with attention to tax, estate, and succession planning. The firm is fee-based with no rebates, keeps assets in clients’ names, and invests alongside clients; no investment is made without explicit client approval.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jametriss Faggett
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
CLAUDIO SKILNIK
Manager
- CRD
- #6025611
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Luiz Fernando Pereira Cunha
--
- CRD
- #8111255
Thiago Ochsendorf Pacheco
--
- CRD
- #8251281
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,118,202 | -- |
| Non-Discretionary | $20,642,080 | -- |
| Total | $38,760,282 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,760,282
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,631,808,083 | 37.3% |
| U.S. Government/Agency | $927,461,967 | 21.2% |
| Corporate - Investment Grade | $651,848,269 | 14.9% |
| Public Funds | $1,163,702,280 | 26.6% |
| Total | $4,374,820,599 | 100.0% |