AdvisorCensus / Financial advisors / R2 Asset Management, LLC
R2 Asset Management, LLC is an SEC-registered investment advisory firm in Curitiba Parana, Brazil, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated February 11, 2026.
Quick answers
From the filingHow is R2 Asset Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), R2 Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.
Where is R2 Asset Management, LLC located?
R2 Asset Management, LLC's principal office is in Curitiba Parana, Brazil, according to its Form ADV.
Is R2 Asset Management, LLC registered with the SEC or a state?
R2 Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325487.
How have R2 Asset Management, LLC's assets and staff changed since 2023?
In the Form ADV data for R2 Asset Management, LLC: Regulatory assets under management: $2,903,260 in the October 2024 data and $3,448,329 in the October 2025 data, up 19%. Total employees: 1 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does R2 Asset Management, 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/325487
Does R2 Asset Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 6, 2025 says: "There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication."
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
- Fixed fees (other than subscription fees)
- Performance-based fees
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 2AAccount minimum: None
The brochure's wording
There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication.
As stated in the firm's Form ADV Part 2A brochure dated March 6, 2025. 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.FNot reported.
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.DNot reported.
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- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 1 | February 11, 2026 |
| October 2025 | $3,448,329 | 1 | March 6, 2025 |
| October 2024 | $2,903,260 | 1 | March 1, 2024 |
| October 2023 | Not reported | 1 | August 14, 2023 |
Regulatory assets under management: $2,903,260 in the October 2024 data and $3,448,329 in the October 2025 data, up 19%.
Total employees: 1 in October 2023 and 1 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 monthsNo changes to these filed facts in the last 12 months of filing data.
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.ISource: 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. R2 Asset Management, LLC (CRD 325487): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/r2-asset-management-llc-curitiba-parana-325487