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BRADESCO GLOBAL ADVISORS
Legal name: BRADESCO GLOBAL ADVISORS INC.
CRD 134416File 801-123555
APPROVED
Retail clients
Disclosure events
Filing as of Sep 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$181.5M
Bottom 25% of cohort (national)
Discretionary AUM
$181.5M
Clients
1,196
1,196 accounts
Employees
21
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 28, 2022
- Principal office
- 3011 PONCE DE LEON BLVD, PH-1, CORAL GABLES, FL, 33134
- Phone
- 305-523-6536
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $181.5M
- Discretionary AUM
- $181.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,196
- Non-discretionary accounts
- 0
- Total accounts
- 1,196
- AUM per client
- $152K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 145 | $5.2M |
| Pooled investment vehicles | 2 | $165.9M |
| Individuals (other than high net worth individuals) | 1,049 | $10.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 18 | 21 | increased by3 |
| Apr 1, 2026 | Clients | 1,941 | 1,196 | decreased by745 |
| Apr 1, 2026 | AUM | $172,709,474 | $181,543,478 | increased by$8,834,004 |
| Apr 1, 2026 | Accounts | 1,941 | 1,196 | decreased by745 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 18 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 123 | 1,941 | increased by1,818 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $277,840,489 | $172,709,474 | decreased by$105,131,015 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 123 | 1,941 | increased by1,818 |
| Jun 1, 2022 | Disclosures | Yes | No | |
| Apr 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRADESCO GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRADESCO GLOBAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.