← Tributary

GEO CAPITAL

SAO PAULO/SP, Brazil · CRD 322902 · IAPD ↗ · 5511 2532-1065

$68.7MRegulatory AUM
6Advisory reps
12Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

15
December 2025 — GEO CAPITAL reported RAUM down 31% ($129.6M -> $88.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
20
December 2025 — GEO CAPITAL shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
20
April 2024 — GEO CAPITAL shrank from 11 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.