{
  "crd_number": 336478,
  "slug": "capsigma-investment-partners-ltda-sao-paulo-sp-336478",
  "primary_business_name": "CAPSIGMA INVESTMENT PARTNERS LTDA",
  "legal_name": "CAPSIGMA INVESTMENT PARTNERS LTDA",
  "dbas": [],
  "city": "Sao Paulo, Sp",
  "state": null,
  "country": "Brazil",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-06-20",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 61609497.0,
  "raum_discretionary": 61609497.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 6,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 36679081.0,
      "count": null,
      "description": "ENDOWMENT",
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 24930416.0,
      "count": 3
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://capsigma.com.br",
    "https://linkedin.com/company/capsigma"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336478",
  "city_as_filed": "SAO PAULO, SP",
  "url": "https://advisorcensus.com/firm/capsigma-investment-partners-ltda-sao-paulo-sp-336478",
  "display_name": "Capsigma Investment Partners Ltda",
  "summary": "Capsigma Investment Partners Ltda is an SEC-registered investment advisory firm in Sao Paulo, Sp, Brazil, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Capsigma Investment Partners Ltda (CRD 336478): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Capsigma Investment Partners Ltda compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Capsigma Investment Partners Ltda reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Capsigma Investment Partners Ltda located?",
      "a": "Capsigma Investment Partners Ltda's principal office is in Sao Paulo, Sp, Brazil, according to its Form ADV."
    },
    {
      "q": "Is Capsigma Investment Partners Ltda registered with the SEC or a state?",
      "a": "Capsigma Investment Partners Ltda is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336478."
    },
    {
      "q": "How much does Capsigma Investment Partners Ltda manage?",
      "a": "Capsigma Investment Partners Ltda reports $61,609,497 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Capsigma Investment Partners Ltda's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Capsigma Investment Partners Ltda: Regulatory assets under management: $19,335,514 in the October 2025 data and $61,609,497 in the October 2026 data, up 219%. Total employees: 7 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Capsigma Investment Partners Ltda serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3)."
    },
    {
      "q": "Which custodians does Capsigma Investment Partners Ltda use?",
      "a": "Capsigma Investment Partners Ltda's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Capsigma Investment Partners Ltda report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336478"
    },
    {
      "q": "What changed in Capsigma Investment Partners Ltda's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $48,437,209 to $61,609,497 (+27%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 19335514.0,
      "total_employees": 7,
      "filing_date": "2025-05-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 61609497.0,
      "total_employees": 6,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $48,437,209 to $61,609,497 (+27%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $19,335,514 to $48,437,209 (+151%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "BNY Mellon",
      "name_as_filed": "BNY MELLON",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/capsigma-investment-partners-ltda-sao-paulo-sp-336478.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 24930416.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 36679081.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336478",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}