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Origem International Advisory LLC

Porto Alegre, Rio Grande Do Sul, BrazilSEC-registered investment adviserCRD 333738

Filed as ORIGEM INTERNATIONAL ADVISORY LLC

Origem International Advisory LLC is an SEC-registered investment advisory firm in Porto Alegre, Rio Grande Do Sul, Brazil, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

1 year
registered since 2025
$3,417,639
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is Origem International Advisory LLC compensated?

On its Form ADV (Item 5.E, October 2026), Origem International Advisory LLC reports these compensation arrangements: a percentage of assets under its management.

Where is Origem International Advisory LLC located?

Origem International Advisory LLC's principal office is in Porto Alegre, Rio Grande Do Sul, Brazil, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Origem International Advisory LLC registered with the SEC or a state?

Origem International Advisory LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333738.

How much does Origem International Advisory LLC manage?

Origem International Advisory LLC reports $3,417,639 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

How have Origem International Advisory LLC's assets and staff changed since 2025?

In the Form ADV data for Origem International Advisory LLC: Regulatory assets under management: $0 in the October 2025 data and $3,417,639 in the October 2026 data. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Origem International Advisory LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); corporations or other businesses not listed above (8).

Which custodians does Origem International Advisory LLC use?

Origem International Advisory LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Origem International Advisory LLC 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/333738

What changed in Origem International Advisory LLC's recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $0 to $3,417,639.

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

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 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Minimum annual fee: $1,500

The brochure's wording
Our fee for portfolio management services is based on a percentage of the assets in your account and is set forth in the following annual fee schedule: Note: minimum fee of :$1500

As stated in the firm's Form ADV Part 2A brochure dated March 23, 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
$3,417,639

$3,417,639 as of October 2026, filing dated March 23, 2026.

Discretionary: $3,417,639.Non-discretionary: $0.

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.D
Individuals (other than high net worth individuals)
Clients 11 Assets $1,061,407 (31%)
Corporations or other businesses not listed above
Clients 8 Assets $2,356,232 (69%)

A 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 individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2025 (1 year)
Employees
Total: 2. Performing investment advisory functions: 1.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

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.

Other offices (Schedule D, Section 1.F)
1 other office, as of the April 2026 filing
Miami, FL
States registered or notice-filed
1 state or jurisdiction
FL

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None 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
$0 2025 $3.42M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$3,417,6392March 23, 2026
October 2025$02July 10, 2025

Regulatory assets under management: $0 in the October 2025 data and $3,417,639 in the October 2026 data.

Total employees: 2 in October 2025 and 2 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
  1. April 2026
    • Regulatory assets under management went from $0 to $3,417,639.
  2. December 2025
    • Changed its office addresses in Miami, FL.

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.I

Not reported.

Source: 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. Origem International Advisory LLC (CRD 333738): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/origem-international-advisory-llc-porto-alegre-rio-grande-do-sul-333738