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Turim 21 Investimentos LTDA
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CRD # | 286618 |
SEC # | 801-111000 |
CIK # | 0001652174 |
AUM | $5.4 BB (2024-07-25) |
Employees | 78 (14% Investors, 0% Brokers) |
Phone | 552122598015 |
Address | Rua Major Rubens Vaz 236 Rio de Janeiro Rj, Brazil |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
VALE | 71,200.3 | 35.0 | |
MSFT | 1,918,222.4 | 28.4 | |
GOOG | 1,482,566.4 | 13.4 | |
AMZN | 1,092,997.8 | 13.2 | |
GLD | 4.6 | ||
ERIC | 25,938.5 | 4.1 | |
DIS | 174,716.7 | 1.7 | |
AAPL | 2,382,844.0 | 1.3 | |
CHD | 22,123.7 | 1.2 | |
MSTR | 2,102.7 | 1.0 | |
View All |
Holdings by Sector ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
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VC | Synapse Ventures III LP | [2023-03-30] | 31.0 | 13.7 |
VC | Synapse Ventures II LP | [2021-03-25] | 33.6 | 28.6 |
VC | TFO Purpose Fund LP | [2021-03-25] | 13.3 | 7.9 |
VC | TFO Synapse Venture Fund I LP | [2018-07-06] | 18.0 | 34.3 |
AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 340 | 3.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 58 | 1.2 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 5 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 20 | 0.4 |
(n) Other | 0 | 0.0 |
Total | 424 | 5.4 |
By Discretionary | ||
Discretionary | 424 | 5.4 |
Non-Discretionary | 0 | 0.0 |
Total | 424 | 5.4 |
By Non-United States Persons | ||
Non-United States Persons | 5.4 | |
United States Persons | 0.0 | |
Total | 424 | 5.4 |
Form D Directors | # Filings | # Firms | 2011 - 2024 | |
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Eduardo Almeida | 3 | |||
Fernando Verboonen | 3 | |||
Wolney Betiol | 2 | |||
Gustavo Marini | 2 | |||
Ana Carvalho | 2 | |||
Rodrigo Louro | 1 | |||
Kate Starr | 1 | |||
Roberta Goulart | 1 | |||
Anne Wascher | 1 | |||
Nelson Abrahao | 1 | |||
View All |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001652174] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
JMG Financial Group Ltd
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IL | 5.4 |
Focus Financial Network Inc
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|
MN | 5.4 |
Promanage LLC
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|
IL | 5.4 |
Aptus Capital Advisors LLC
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|
AL | 5.3 |
Gradient Investments LLC
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MN | 5.3 |
Janney Capital Management LLC
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|
PA | 5.3 |
Capital Investment Advisors LLC
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|
GA | 5.3 |
RPA Financial LLC
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CA | 5.3 |
First Foundation Advisors
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CA | 5.2 |
Harbor Investment Advisory LLC
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MD | 5.2 |