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Brasil Plural Investment Advisor LLC

Updated today

Client assets under management

$96,532,561

Clients

373

5% high-net worth

Advisors

10

of 14 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

37

Low

Average account size

$258,800

About

Brasil Plural Investment Advisor, LLC provides discretionary and non-discretionary investment management, research and financial advice to individuals, corporations and institutions through customized separately managed accounts and other advisory arrangements. The firm manages approximately $201.6 million in regulatory assets with a team of nine advisors and typically implements portfolio management on a percentage-of-AUM fee basis while accepting negotiated flat-fee arrangements in some cases.

The firm combines third‑party macroeconomic research with internal due diligence to build allocations across equities, fixed income, options and alternative investments, and expressly contemplates exposure to emerging markets and foreign currencies. BPIA’s strategies may employ hedging and derivatives (options, swaps, futures) and may use borrowing/margin and other forms of leverage in managed accounts, with portfolio discretion exercised consistent with each client’s Investment Management Agreement.

BPIA is affiliated with an SEC‑registered broker‑dealer, Brasil Plural Securities, LLC, and with another registered investment adviser, L&S Investment Advisors, LLC, and many personnel are dually registered or share management and facilities; the firm discloses that it may use its affiliate BPS as an introducing broker for certain trades, creating potential conflicts that it manages through policies and disclosure. Its structure and practices — including concentrated ownership under the Brasil Plural group, shared operations with a sister RIA, and routine use of derivatives and borrowing in SMA strategies — distinguish it from many team‑model advisory firms.

Client services

Portfolio management

Expertise

Passive / index investing Options & derivatives strategies Private / alternative investments

Fee options

Fixed

Flat fees may be charged for administrative services, amounts are negotiable and vary by client

Percentage

up to $99,999 - $99,999: 1.40% $100,000 - $299,999: 1.00% $300,000 - $599,999: 0.90% $600,000 - $999,999: 0.75% $1,000,000 - $2,499,999: 0.65% $2,500,000 - $5,999,999: 0.50% $6,000,000 - $9,999,999: 0.40% Over $10,000,000+: 0.35%

Other

Account minimum: $50,000

Main office location

Brasil Plural Investment Advisor LLC

2601 S. Bayshore Drive, Suite 1200

Miami FL 33133, United States

Number of offices

2

Most active in

Florida · New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Guilherme L

Series 65

Miami, FL

Brasil Plural Investment Advisor LLC

Guilherme Leite is a financial advisor at Brasil Plural Investment Advisor LLC with a Series 65 credential and one year of industry experience. Prior to his role in financial advising, he has worked in neurology, including private practice as a neurologist. He continues to maintain his medical practice alongside his advisory work. Brasil Plural Investment Advisor LLC is a team-based registered investment adviser managing approximately $104.6 million across about 181 client accounts. The firm provides discretionary and non-discretionary asset management, customized separately managed accounts, and investment research to individuals, institutions, and corporate clients, employing a range of strategies across equities, fixed income, options, and alternative investments tailored to client objectives.

Passive / index investing Options & derivatives strategies Private / alternative investments
user avatar

Renato B

Series 65

Miami, FL

Brasil Plural Investment Advisor LLC

Renato Bucholtz is a financial advisor at Brasil Plural Investment Advisor LLC with a Series 65 designation. He has experience at GGA Investments Ltd and J. Safra Sarasin Asset, spanning a total of 15 years prior to joining his current firm. Renato is based in Miami, FL. Brasil Plural Investment Advisor, LLC is a team-based registered investment adviser managing approximately $104.6 million across 181 client accounts. The firm serves individuals, institutions, and corporate clients with discretionary and non-discretionary asset management, customized separately managed accounts, and investment research, employing strategies across equities, fixed income, options, and alternative investments tailored to client objectives and restrictions.

Passive / index investing Options & derivatives strategies Private / alternative investments
user avatar

Daniel B

Series 65, Series 66

Orlando, FL

Brasil Plural Investment Advisor LLC

Daniel Bochnia Stapff is a financial advisor at Brasil Plural Investment Advisor LLC with Series 65 and Series 66 credentials and four years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and has been involved with Be You & Beyond Inc., where he serves as a director creating financial education content and teaching courses. Brasil Plural Investment Advisor LLC is a team-based registered investment adviser managing approximately $104.6 million across about 181 client accounts. The firm provides discretionary and non-discretionary asset management, customized separately managed accounts, and investment research to individuals, institutions, and corporate clients, employing a range of strategies across equities, fixed income, options, and alternative investments.

Passive / index investing Options & derivatives strategies Private / alternative investments
user avatar

Marco M

Series 66

Miami, FL

Brasil Plural Investment Advisor LLC

Marco Muricy is a financial advisor at Brasil Plural Investment Advisor LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Laidlaw & Company (UK) Ltd., Laidlaw Wealth Management, Wells Fargo Clearing Services, LLC, and MM Intl Adv. Brasil Plural Investment Advisor, LLC is a team-based registered investment adviser managing approximately $104.6 million across about 181 client accounts. The firm provides discretionary and non-discretionary asset management, customized separately managed accounts, and investment research to individuals, institutions, and corporate clients, offering portfolio management across equities, fixed income, options, and alternative investments tailored to clients’ objectives and restrictions.

Passive / index investing Options & derivatives strategies Private / alternative investments
user avatar

Lorenzo P

Series 65

Miami, FL

Brasil Plural Investment Advisor LLC

Passive / index investing Options & derivatives strategies Private / alternative investments
user avatar

Priscilla C

CFA®, Series 63, Series 65

New York, NY

Brasil Plural Investment Advisor LLC

Priscilla Chor Goldenstein is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Brasil Plural Investment Advisor LLC in New York, NY. Her work history includes multiple roles within Brasil Plural Securities LLC and related entities since 2016, as well as postgraduate studies in 2018–2019. Brasil Plural Investment Advisor, LLC is a team-based registered investment adviser managing over $100 million across approximately 181 client accounts. The firm provides discretionary and non-discretionary asset management, customized separately managed accounts, and investment research, serving individuals, institutions, and corporate clients with portfolios spanning equities, fixed income, options, and alternative investments.

Passive / index investing Options & derivatives strategies Private / alternative investments
user avatar

Marcelo H

Series 65

Miami, FL

Brasil Plural Investment Advisor LLC

Marcelo Hartwig is affiliated with Brasil Plural Investment Advisor LLC and holds a Series 65 designation. He has been engaged with Hartwig Advocacia since 2015. Brasil Plural Investment Advisor is a team-based registered investment adviser managing approximately $104.6 million across about 181 client accounts. The firm provides discretionary and non-discretionary asset management, customized separately managed accounts, and investment research to individuals, institutions, and corporate clients, employing a range of strategies across equities, fixed income, options, and alternative investments tailored to client objectives.

Passive / index investing Options & derivatives strategies Private / alternative investments
user avatar

Fabio R

Series 63, Series 65

Scarsdale, NY

Brasil Plural Investment Advisor LLC

Fabio Ramalho is a financial advisor with Brasil Plural Investment Advisor LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Neon Investimentos, Banco Brasil Plural, and Altamira Fund. Outside of advising, he serves as an independent member of the finance committee at NAGRO, an agritech firm in Uberlandia, Brazil. Brasil Plural Investment Advisor, LLC is a team-based registered investment adviser managing approximately $104.6 million across about 181 client accounts. The firm provides discretionary and non-discretionary asset management and customized separately managed accounts, offering portfolio management across equities, fixed income, options, and alternative investments tailored to clients’ objectives and restrictions.

Passive / index investing Options & derivatives strategies Private / alternative investments
user avatar

Lauro Akira N

Series 65

New York City, NY

Brasil Plural Investment Advisor LLC

Lauro Akira Neuppmann Takata is a financial advisor with Brasil Plural Investment Advisor LLC, holding a Series 65 designation and one year of industry experience. He has previously worked at Sympatheia Advisory LLC, C6 Bank, and Icap Capital Markets. Brasil Plural Investment Advisor LLC is a team-based registered investment adviser managing approximately $104.6 million across about 181 client accounts. The firm provides discretionary and non-discretionary asset management, customized separately managed accounts, and investment research to individuals, institutions, and corporate clients, offering portfolio management across equities, fixed income, options, and alternative investments tailored to client objectives and restrictions.

Passive / index investing Options & derivatives strategies Private / alternative investments
user avatar

Victor M

Series 66

Miami, FL

Brasil Plural Investment Advisor LLC

Victor Mecozzi is a financial advisor at Brasil Plural Investment Advisor LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including T3 Trading Group, LLC and Banco Itau International prior to joining Brasil Plural in 2019. Brasil Plural Investment Advisor, LLC is a team-based registered investment adviser managing approximately $104.6 million across about 181 client accounts. The firm provides discretionary and non-discretionary asset management, customized separately managed accounts, and investment research to individuals, institutions, and corporate clients, employing a range of investment strategies across equities, fixed income, options, and alternative investments.

Passive / index investing Options & derivatives strategies Private / alternative investments
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