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Bradesco Global Advisors

Coral Gables, FLSEC-registered investment adviserCRD 134416

Filed as BRADESCO GLOBAL ADVISORS · Legal name Bradesco Global Advisors Inc.

Bradesco Global Advisors is an SEC-registered investment advisory firm in Coral Gables, FL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.

4 years
registered since 2022
$181,543,478
assets under management
1 arrangement
Percentage of assets
3
disclosure items (Item 11)

Quick answers

From the filing

How is Bradesco Global Advisors compensated?

On its Form ADV (Item 5.E, October 2026), Bradesco Global Advisors reports these compensation arrangements: a percentage of assets under its management.

Where is Bradesco Global Advisors located?

Bradesco Global Advisors' principal office is in Coral Gables, FL, according to its Form ADV.

Is Bradesco Global Advisors registered with the SEC or a state?

Bradesco Global Advisors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 134416.

How much does Bradesco Global Advisors manage?

Bradesco Global Advisors reports $181,543,478 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary).

How have Bradesco Global Advisors' assets and staff changed since 2022?

In the Form ADV data for Bradesco Global Advisors: Regulatory assets under management: $277,840,489 in the October 2022 data and $181,543,478 in the October 2026 data, down 35%. Total employees: 9 in October 2022 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Bradesco Global Advisors serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,049); high net worth individuals (145); pooled investment vehicles (other than investment companies and business development companies) (2).

Which custodians does Bradesco Global Advisors use?

Bradesco Global Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.

Does Bradesco Global Advisors report any disciplinary disclosures?

Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/134416

What changed in Bradesco Global Advisors' recent Form ADV filings?

In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated April 7, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$181,543,478

$181,543,478 as of October 2026, filing dated September 23, 2026.

Discretionary: $181,543,478.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 1,049 Assets $10,442,730 (6%)
High net worth individuals
Clients 145 Assets $5,184,199 (3%)
Banking or thrift institutions
Clients 0 Assets Not reported
Investment companies
Clients 0 Assets Not reported
Business development companies
Clients 0 Assets Not reported
Pooled investment vehicles (other than investment companies and business development companies)
Clients 2 Assets $165,916,549 (91%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets Not reported
Charitable organizations
Clients 0 Assets Not reported
State or municipal government entities (including government pension plans)
Clients 0 Assets Not reported
Other investment advisers
Clients 0 Assets Not reported
Insurance companies
Clients 0 Assets Not reported
Sovereign wealth funds and foreign official institutions
Clients 0 Assets Not reported
Corporations or other businesses not listed above
Clients 0 Assets Not reported

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other

Registration and firm details

Items 1, 2, 5
Legal name
Bradesco Global Advisors Inc.
Also doing business as
BRADESCO INVEST US
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2022 (4 years)
Employees
Total: 21. Performing investment advisory functions: 11.
Wrap fee program participation
Yes.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
1 state or jurisdiction
FL

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

3 Reports 3 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

  • 11.C(2) Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
  • 11.C(4) Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
  • 11.C(5) Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$278M 2022 $200M 2023 $185M 2024 $173M 2025 $182M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$181,543,47821September 23, 2026
October 2025$172,709,47418February 19, 2025
October 2024$185,218,13512April 29, 2024
October 2023$200,080,13313March 31, 2023
October 2022$277,840,4899May 27, 2022

Regulatory assets under management: $277,840,489 in the October 2022 data and $181,543,478 in the October 2026 data, down 35%.

Total employees: 9 in October 2022 and 21 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. October 2026
    • Updated its list of owners and control persons (Schedule A).
  2. April 2026
    • Employees performing advisory functions went from 10 to 11.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
bradescoinvest.us

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Bradesco Global Advisors (CRD 134416): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/bradesco-global-advisors-coral-gables-fl-134416