Pragma Gestão De Patrimônio Ltda (São Paulo)

Name: Pragma Gestão De Patrimônio Ltda
Address: Rua Amauri 255 3° Andar, São Paulo, Sp01448000
Telephone: 55 11 3035 1550

Pragma Gestão De Patrimônio Ltda is a large advisory firm based in São Paulo. It manages $3.88 billion of regulatory assets for 145 client accounts. It has been registered with the SEC as an adviser since 2012.

Pragma Gestão De Patrimônio Ltda provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pragma Gestão De Patrimônio Ltda: assets under management

The assets under management (AUM) of Pragma Gestão De Patrimônio Ltda is $3.88 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.88 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $26.74 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pragma Gestão De Patrimônio Ltda for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pragma Gestão De Patrimônio Ltda

Marta Zaidan De Campos Lilla has been acting as President since 1 Jul 2007. Luiz Felipe P Andrade joined the executive team most recently as the Executive Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Aloisio Pereira Camargo	Executive officer	1 Jul 2007	Other	6028983
Luiz Francisco Guerra	Executive officer	1 Jul 2007	Other	6028981
Marta Zaidan	Executive officer	1 Jul 2007	Other	6462376
Marta Zaidan De Campos Lilla	Director	1 Jul 2007	Other	6462376
Prgm Participações Ltda.	Owner	1 Apr 2012	75% - 100%	foreign
Alexandre Quintas Da Rocha Braga	Chief operations officer and chief compliance officer	1 Apr 2012	Other	6028990
Luiz Felipe P Andrade	Executive officer	1 May 2012	Other	6177295

Based in São Paulo

The principal office where Pragma Gestão De Patrimônio Ltda performs its advisory services is located at Rua Amauri 255 3° Andar, São Paulo, Sp01448000, 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 3035 1550 or by fax 55 11 3035 1569. The normal business hours are 9 a.m. - 6 p.m. (são paulo time) on Monday - Friday. You can find more information about the New York firm at pragmapatrimonio.com.br.