This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- RadialEagle vital +more
- Established Date
- 11-01-2020
- Office Locations
- 1
Office Locations
About Blue SKY Wealth Partners, LLC
Blue Sky Wealth Partners helps Brazilian investors access and manage global portfolios from Brazil. The firm provides a personalized consultation, risk-based investment proposal, support opening and funding an Interactive Brokers account, and ongoing professional portfolio management focused on diversification in hard-currency markets. Founder Erico de Souza Malamud is SEC-registered with CAIA and Canadian CIM credentials and prior Canadian wealth management experience.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Erico de Souza Malamud
Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,871,822 | $345,401 |
| Non-Discretionary | $0 | -- |
| Total | $5,871,822 | $345,401 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $5,871,822
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $243,355,793 | 21.4% |
| Equity - Exchange | $376,405,456 | 33.1% |
| Cash | $517,415,356 | 45.5% |
| Total | $1,137,176,605 | 100.0% |