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M SQUARE INVESTIMENTOS LTDA.
CRD 336712File 801-133946
APPROVED
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.25B
Top 25% of cohort (national)
Discretionary AUM
$2.25B
Clients
34
34 accounts
Employees
22
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Aug 4, 2025
- Principal office
- AV. BRIG FARIA LIMA, 3355, SAO PAULO, 04538-133
- Phone
- +55 11 3074 6370
- Website
- https://msquare.com/en
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.25B
- Discretionary AUM
- $2.25B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 34
- Non-discretionary accounts
- 0
- Total accounts
- 34
- AUM per client
- $66.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $1.08B |
| Pooled investment vehicles | 25 | $1.17B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 20 | 22 | increased by2 |
| Apr 1, 2026 | Clients | 37 | 34 | decreased by3 |
| Apr 1, 2026 | AUM | $2,091,458,000 | $2,251,538,613 | increased by$160,080,613 |
| Apr 1, 2026 | Accounts | 37 | 34 | decreased by3 |
| Dec 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SQUARE INVESTIMENTOS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SQUARE INVESTIMENTOS” 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.