Tarpon Br S.A. is an adviser based in Sao Paulo. It manages $30 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2005.
Tarpon Br provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tarpon Br S.A. is $30 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tarpon Br S.A. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Tarpon Br S.A. performs its advisory services is located at Av. Faria Lima, 3400 9 O Andar Fj 92 A, Sao Paulo, 04538 132, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 55-11-3074-5825 or by fax 55-11-3074-5801. The normal business hours are 8:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.tarponinvest.com.br.