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ROOT CAPITAL - GESTÃO DE RECURSOS LTDA.

CRD 323503File 801-126772
APPROVED
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.27B
Above cohort median (national)
Discretionary AUM
$1.05B
Non-discretionary $224.2M
Clients
37
37 accounts
Employees
20

Identity & registration

ADV Item 1
Organization form
Other (specify)
Firm type
Registered
SEC region
HQ
Registration date
Aug 3, 2023
Principal office
RUA IGUATEMI, 151, 17TH FLOOR - ITAIM BIBI, SÃO PAULO, 01451-011
Phone
55 11 5116 1900

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.27B
Discretionary AUM
$1.05B
Non-discretionary AUM
$224.2M
Discretionary accounts
33
Non-discretionary accounts
4
Total accounts
37
AUM per client
$34.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles37$1.27B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.