{
  "crd_number": 323059,
  "slug": "patria-investments-uruguay-agente-de-valores-s-a-montevideo-323059",
  "primary_business_name": "PATRIA INVESTMENTS URUGUAY AGENTE DE VALORES S.A.",
  "legal_name": "PATRIA INVESTMENTS URUGUAY AGENTE DE VALORES S.A.",
  "dbas": [],
  "city": "Montevideo",
  "state": null,
  "country": "Uruguay",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2022-08-23",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://facebook.com/PATRIAINVESTMENTS",
    "https://instagram.com/PATRIAINVESTMENTS",
    "https://linkedin.com/COMPANY/PATRIA-INVESTIMENTOS",
    "https://patria.com",
    "https://youtube.com/@PATRIAINVESTMENTS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323059",
  "city_as_filed": "MONTEVIDEO",
  "url": "https://advisorcensus.com/firm/patria-investments-uruguay-agente-de-valores-s-a-montevideo-323059",
  "display_name": "Patria Investments Uruguay Agente de Valores S.A.",
  "summary": "Patria Investments Uruguay Agente de Valores S.A. is an exempt reporting adviser in Montevideo, Uruguay, filing reports since 2022. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Patria Investments Uruguay Agente de Valores S.A. (CRD 323059): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Patria Investments Uruguay Agente de Valores S.A. located?",
      "a": "Patria Investments Uruguay Agente de Valores S.A.'s principal office is in Montevideo, Uruguay, according to its Form ADV."
    },
    {
      "q": "How does Patria Investments Uruguay Agente de Valores S.A. report to regulators?",
      "a": "Patria Investments Uruguay Agente de Valores S.A. is an exempt reporting adviser, filing reports since 2022. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 323059."
    },
    {
      "q": "Does Patria Investments Uruguay Agente de Valores S.A. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323059"
    },
    {
      "q": "What changed in Patria Investments Uruguay Agente de Valores S.A.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-08-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-05-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-07-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/patria-investments-uruguay-agente-de-valores-s-a-montevideo-323059.md",
  "clients": [],
  "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/323059",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}