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M SQUARE INVESTIMENTOS LTDA.

CRD 336712File 801-133946
APPROVED
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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

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 typeClientsAUM
Other9$1.08B
Pooled investment vehicles25$1.17B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 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.