# Bradesco Global Advisors

> 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.

- CRD: 134416
- Filed as: BRADESCO GLOBAL ADVISORS
- Legal name: Bradesco Global Advisors Inc.
- Also doing business as: BRADESCO INVEST US
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134416
- AdvisorCensus page: https://advisorcensus.com/firm/bradesco-global-advisors-coral-gables-fl-134416

## Quick answers

**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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $181,543,478
- Discretionary: $181,543,478
- Non-discretionary: $0

### Clients (Item 5.D)

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

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 21 total, 11 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/134416

### Websites listed on Form ADV (Item 1.I)
- bradescoinvest.us

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $277,840,489 | 9 | May 27, 2022 |
| October 2023 | $200,080,133 | 13 | March 31, 2023 |
| October 2024 | $185,218,135 | 12 | April 29, 2024 |
| October 2025 | $172,709,474 | 18 | February 19, 2025 |
| October 2026 | $181,543,478 | 21 | September 23, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 10 to 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bradesco Global Advisors (CRD 134416): Form ADV filing data as of October 2026.