Velt Partners Investimentos Ltda. (Sao Paulo)

Name: Velt Partners Investimentos Ltda.
Address: Avenida Brigadeiro Faria Lima,, Sao Paulo, 04538 133
Telephone: 55 11 4560-6800

Velt Partners Investimentos Ltda. is a large advisory firm based in Sao Paulo. It manages $1.25 billion of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2019.

Velt Partners Investimentos Ltda provides 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 doesn't engage in other business activities.

Velt Partners Investimentos Ltda: assets under management

The assets under management (AUM) of Velt Partners Investimentos Ltda. is $1.25 billion, all of which is managed in discretionary accounts. $516.62 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.25 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $54.44 million each.

Velt Partners Investimentos Ltda has custody of $550.12 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 84% of the total AUM. The second-largest asset type is sovereign bonds, which make up 16% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Velt Partners Investimentos Ltda. 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.

What kind of clients Velt Partners Investimentos Ltda serves?

The only and largest group of clients of Velt Partners Investimentos Ltda is pooled investment vehicles with 22 clients and $1.07 billion of assets under management. Among the 8 most similar advisory firms, Velt Partners Investimentos Ltda has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.07 billion for 22 clients. 91% of the firm’s clients are foreign persons or businesses.

Velt Partners Investimentos Ltda also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Velt Partners Investimentos Ltda.

The company employs 26 people that are either part- or full-time employees. 42 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.

Based in Sao Paulo

The principal office where Velt Partners Investimentos Ltda. performs its advisory services is located at Avenida Brigadeiro Faria Lima,, Sao Paulo, 04538 133, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 55 11 4560-6800 or by fax 55 11 4560-6801. The normal business hours are 9am-6pm on Monday - Friday. You can find more information about the New York firm at velt.com.