{
  "crd_number": 340061,
  "slug": "guepardo-investimentos-ltda-sao-paulo-sp-340061",
  "primary_business_name": "GUEPARDO INVESTIMENTOS LTDA",
  "legal_name": "GUEPARDO INVESTIMENTOS LTDA",
  "dbas": [],
  "city": "São Paulo,sp",
  "state": null,
  "country": "Brazil",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-03-23",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-03-20",
  "carried_forward": false,
  "raum_total": 4933896.0,
  "raum_discretionary": 4933896.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 11,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 4933896.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://guepardoinvest.com.br"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340061",
  "city_as_filed": "SÃO PAULO,SP",
  "url": "https://advisorcensus.com/firm/guepardo-investimentos-ltda-sao-paulo-sp-340061",
  "display_name": "Guepardo Investimentos Ltda",
  "summary": "Guepardo Investimentos Ltda is an SEC-registered investment advisory firm in São Paulo,sp, Brazil, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.",
  "citation": "AdvisorCensus. Guepardo Investimentos Ltda (CRD 340061): 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",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Guepardo Investimentos Ltda compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Guepardo Investimentos 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 Guepardo Investimentos Ltda located?",
      "a": "Guepardo Investimentos Ltda's principal office is in São Paulo,sp, Brazil, according to its Form ADV."
    },
    {
      "q": "Is Guepardo Investimentos Ltda registered with the SEC or a state?",
      "a": "Guepardo Investimentos Ltda is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340061."
    },
    {
      "q": "How much does Guepardo Investimentos Ltda manage?",
      "a": "Guepardo Investimentos Ltda reports $4,933,896 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary)."
    },
    {
      "q": "Does Guepardo Investimentos 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/340061"
    },
    {
      "q": "What changed in Guepardo Investimentos Ltda's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/guepardo-investimentos-ltda-sao-paulo-sp-340061.md",
  "clients": [
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 4933896.0
    }
  ],
  "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/340061",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
