{
  "crd_number": 340275,
  "slug": "jubarte-asset-management-ltda-sao-paulo-sao-paulo-340275",
  "primary_business_name": "JUBARTE ASSET MANAGEMENT LTDA.",
  "legal_name": "JUBARTE ASSET MANAGEMENT LTDA.",
  "dbas": [],
  "city": "Sao Paulo, Sao Paulo",
  "state": null,
  "country": "Brazil",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-08-14",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-15",
  "carried_forward": false,
  "raum_total": 57000000.0,
  "raum_discretionary": 27000000.0,
  "raum_non_discretionary": 30000000.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 8,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 52000000.0,
      "count": 4
    },
    "corporations_other_businesses": {
      "raum": 5000000.0,
      "count": 1
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://jubartecapital.com",
    "https://linkedin.com/company/jubarte-capital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340275",
  "city_as_filed": "SAO PAULO, SAO PAULO",
  "url": "https://advisorcensus.com/firm/jubarte-asset-management-ltda-sao-paulo-sao-paulo-340275",
  "display_name": "Jubarte Asset Management Ltda.",
  "summary": "Jubarte Asset Management Ltda. is an SEC-registered investment advisory firm in Sao Paulo, Sao Paulo, Brazil, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.",
  "citation": "AdvisorCensus. Jubarte Asset Management Ltda. (CRD 340275): 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",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Jubarte Asset Management Ltda. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Jubarte Asset Management Ltda. reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Jubarte Asset Management Ltda. located?",
      "a": "Jubarte Asset Management Ltda.'s principal office is in Sao Paulo, Sao Paulo, Brazil, according to its Form ADV."
    },
    {
      "q": "Is Jubarte Asset Management Ltda. registered with the SEC or a state?",
      "a": "Jubarte Asset Management Ltda. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340275."
    },
    {
      "q": "How much does Jubarte Asset Management Ltda. manage?",
      "a": "Jubarte Asset Management Ltda. reports $57,000,000 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (47% discretionary)."
    },
    {
      "q": "What types of clients does Jubarte Asset Management Ltda. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4); corporations or other businesses not listed above (1)."
    },
    {
      "q": "Does Jubarte Asset Management 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/340275"
    },
    {
      "q": "What changed in Jubarte Asset Management Ltda.'s recent Form ADV filings?",
      "a": "In the September 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/jubarte-asset-management-ltda-sao-paulo-sao-paulo-340275.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 52000000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 5000000.0
    }
  ],
  "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/340275",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}