# 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.

- CRD: 333738
- Filed as: ORIGEM INTERNATIONAL ADVISORY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Porto Alegre, Rio Grande Do Sul, Brazil
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333738
- AdvisorCensus page: https://advisorcensus.com/firm/origem-international-advisory-llc-porto-alegre-rio-grande-do-sul-333738

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Minimum annual fee: $1,500

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $3,417,639
- Discretionary: $3,417,639
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $1,061,407 |
| Corporations or other businesses not listed above | 8 | $2,356,232 |

### 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)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Miami, FL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 2 | July 10, 2025 |
| October 2026 | $3,417,639 | 2 | March 23, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $0 to $3,417,639.

### December 2025
- Changed its office addresses in Miami, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Origem International Advisory LLC (CRD 333738): Form ADV filing data as of October 2026.
