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M Square Investimentos Ltda (Sao Paulo)


M Square Investimentos Ltda is a large advisory firm based in Sao Paulo. It manages $1.45 billion of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2011.

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M Square Investimentos Ltda provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

M Square Investimentos Ltda: assets under management

The assets under management (AUM) of M Square Investimentos Ltda is $1.45 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.45 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $39.31 million each.
M Square Investimentos Ltda has custody of $385.18 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay M Square Investimentos Ltda for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Arthur Mizne Owner 1 May 2006 75% - 100% 5872740
Mauricio Bittencourt Magalhaes Owner 1 Aug 2014 75% - 100% 5104984

Based in Sao Paulo

The principal office where M Square Investimentos Ltda performs its advisory services is located at Avenida Brigadeiro Faria Lima, Sao Paulo, Sp04538133, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 55 11 3074 6370 or by fax 55 11 3074 6386. The normal business hours are 9am-6pm on Monday - Friday. You can find more information about the New York firm at msquare.com.


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