Western Asset Management Company Distribuidora De Títulos E Valo is a large advisory firm based in Sao Paulo. It manages $10.53 billion of regulatory assets for 151 client accounts. It has been registered with the SEC as an adviser since 2010.
Western Asset Management Company Distribuidora De Títulos E Valo provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as sells own funds to brazil institutional investors.
The assets under management (AUM) of Western Asset Management Company Distribuidora De Títulos E Valo is $10.53 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -21% since the beginning of its operation, and $10.53 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Western Asset Management Company Distribuidora De Títulos E Valo for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Paulo Eduardo Clini is pooled investment vehicles with 26 clients and $6.61 billion of assets under management. Among the 11 most similar advisory firms, Western Asset Management Company Distribuidora De Títulos E Valo has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $10.53 billion for 59 clients. 100% of the firm’s clients are foreign persons or businesses.
Western Asset Management Company Distribuidora De Títulos E Valo doesn't advise any private funds.
The company employs 66 people that are either part- or full-time employees. 27 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.
Paulo Eduardo Clini has been acting as President since 1 Dec 2008. Luciana Amorim Da Silva Haddad joined the executive team most recently as the Director.
The principal office where Western Asset Management Company Distribuidora De Títulos E Valo performs its advisory services is located at Av. Pres Juscelino Kubitschek, Sao Paulo, 04543 011, 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 +55-11-3478-5000 or by fax +55-11-3478-5219. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at westernasset.com.br.