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JUBARTE ASSET MANAGEMENT LTDA.
CRD 340275File 801-137088
APPROVED
Filing as of Jul 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$57.0M
Bottom 25% of cohort (national)
Discretionary AUM
$27.0M
Non-discretionary $30.0M
Clients
5
5 accounts
Employees
8
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Aug 14, 2026
- Principal office
- RUA HUNGRIA, 1400, CONJ. 21, JARDIM EUROPA, SAO PAULO, SAO PAULO, 01455-000
- Phone
- 55 11 991790368
- Website
- https://jubartecapital.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $57.0M
- Discretionary AUM
- $27.0M
- Non-discretionary AUM
- $30.0M
- Discretionary accounts
- 1
- Non-discretionary accounts
- 4
- Total accounts
- 5
- AUM per client
- $11.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $5.0M |
| Pooled investment vehicles | 4 | $52.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ONE-TIME STRUCTURING FEE CALCULATED AS A % OF CAPITAL DEPLOYED
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
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 |
|---|---|---|---|
| Aug 17, 2026 | Registration | — | APPROVED |
| Aug 17, 2026 | Aum | — | 57000000 |
| Aug 17, 2026 | Clients | — | 5 |
| Aug 17, 2026 | Accounts | — | 5 |
| Aug 17, 2026 | Employees | — | 8 |
| Aug 17, 2026 | Custody | — | false |
| Aug 17, 2026 | Disclosures | — | false |
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.

