AdvisorCensus / Financial advisors / COX Capital Management
COX Capital Management
Filed as COX CAPITAL MANAGEMENT · Legal name COX Gestao de Recursos Ltda.
COX Capital Management is an SEC-registered investment advisory firm in São Paulo, Brazil, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.
Quick answers
From the filingHow is COX Capital Management compensated?
On its Form ADV (Item 5.E, October 2026), COX Capital Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
How much does COX Capital Management charge?
Its Form ADV Part 2A brochure dated February 4, 2026 states: Asset-based fee: 1% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is COX Capital Management located?
COX Capital Management's principal office is in São Paulo, Brazil, according to its Form ADV.
Is COX Capital Management registered with the SEC or a state?
COX Capital Management is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 154897.
How much does COX Capital Management manage?
COX Capital Management reports $8,107,012 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (100% discretionary).
How have COX Capital Management's assets and staff changed since 2021?
In the Form ADV data for COX Capital Management: Regulatory assets under management: $8,880,470 in the October 2021 data and $8,107,012 in the October 2026 data, down 9%. Total employees: 7 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does COX Capital Management serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).
Does COX Capital Management report any disciplinary disclosures?
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/154897
What changed in COX Capital Management's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $3,361,762 to $8,107,012 (+141%).
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
- Performance-based fees
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 2AAsset-based fee: 1% to 2% a year (a range, as the brochure states it)
The brochure's wording
Cox generally receives a Management Fee equal to an amount between 1% to 2% on an annual basis, and such management fees will usually be charged quarterly in arrears as of the last day of each calendar quarter, in accordance with the management agreement for such client.
As stated in the firm's Form ADV Part 2A brochure dated February 4, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$8,107,012 as of October 2026, filing dated February 4, 2026.
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.DA 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)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- COX Gestao de Recursos Ltda.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2010 (15 years)
- Employees
- Total: 4. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $8,107,012 | 4 | February 4, 2026 |
| October 2025 | $3,361,762 | 4 | March 6, 2025 |
| October 2024 | $13,528,995 | 5 | March 1, 2024 |
| October 2023 | $10,590,091 | 6 | March 2, 2023 |
| October 2022 | $5,258,052 | 6 | July 4, 2022 |
| October 2021 | $8,880,470 | 7 | March 31, 2021 |
Regulatory assets under management: $8,880,470 in the October 2021 data and $8,107,012 in the October 2026 data, down 9%.
Total employees: 7 in October 2021 and 4 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- March 2026
- Regulatory assets under management went from $3,361,762 to $8,107,012 (+141%).
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.ISource: 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. COX Capital Management (CRD 154897): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/cox-capital-management-sao-paulo-154897