Verde Servicos Internacionais S.A. (Sao Paulo)


Verde Servicos Internacionais S.A. is a large advisory firm based in Sao Paulo. It manages $1.53 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2014.

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Verde Servicos Internacionais provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and portfolio management for hedge funds. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Verde Servicos Internacionais: assets under management

The assets under management (AUM) of Verde Servicos Internacionais S.A. is $1.53 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -81% since the beginning of its operation, and $1.49 billion of the total AUM is attributable to clients outside of the United States.


The firm manages $1.53 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $381.71 million each.

Investments

The firm invests in sovereign bonds the most. They account for 55% of the total AUM. The second-largest asset type is derivatives, which make up 33% of the firm’s portfolio. Investments in cash and cash equivalents form 12% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Verde Servicos Internacionais S.A. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Verde Servicos Internacionais serves?

The only and largest group of clients of Verde Servicos Internacionais is pooled investment vehicles with 4 clients and $1.49 billion of assets under management. Among the 11 most similar advisory firms, Verde Servicos Internacionais has the 6th highest percentage of pooled investment vehicles out of all clients.


The amount of regulatory assets under management is $1.49 billion for 4 clients. 75% of the firm’s clients are foreign persons or businesses.

Verde Servicos Internacionais also advises several private funds. Namely, four hedge funds. The minimum investment commitment required of non-related persons is $100,000 for each fund.

Careers at Verde Servicos Internacionais S.A.

The company employs 23 people that are either part- or full-time employees. 48 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Virginia Romano Chief compliance officer, executive officer 1 Feb 2014 Other 1428511
Ronaldo Antonio Varela Executive officer 1 Feb 2014 Other 4736146
Holding Verde Empreendimentos E Participações S.A. Shareholder 1 Feb 2014 75% - 100% foreign
Holding Verde S.A. Shareholder 1 Feb 2014 75% - 100% foreign
Luiz Paulo Rodrigues Parreiras Executive officer 1 Mar 2014 Other 6353678
Holding Verde Empreendimentos E Participacoes S.A. Shareholder 1 Aug 2014 75% - 100% foreign
Pedro Fukui Chief compliance officer, executive officer 1 Dec 2014 Other 6460030
Eleonora Colussi Cypel Executive officer 1 Dec 2014 Other 6460033
Luis Stuhlberger Chief investment officer, chief executive officer 1 Jan 2015 Other 4736099

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Luis Stuhlberger Shareholder 1 Feb 2014 75% - 100% 4736099
Hls Empreendimentos E Participações S.A. Shareholder 1 Feb 2014 75% - 100% foreign
Hls Empreendimentos E Participações Ltda. Shareholder 1 Aug 2014 50% - 75% foreign

Based in Sao Paulo

The principal office where Verde Servicos Internacionais S.A. performs its advisory services is located at Rua Leopoldo Couto De Magalhaes Jr., Sao Paulo, 04542 000, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 55 11 49358500. The normal business hours are 9:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at verdeasset.com.br/en/.