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ROOT CAPITAL - GESTÃO DE RECURSOS LTDA.

SÃO PAULO, Brazil · CRD 323503 · IAPD ↗ · rootcapital.com.br · 55 11 5116 1900

$1.27BRegulatory AUM
12Advisory reps
20Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

55
April 2026 — ROOT CAPITAL - GESTÃO DE RECURSOS LTDA. crossed $1B in regulatory AUM ($721.5M -> $1.27B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
36
April 2025 — ROOT CAPITAL - GESTÃO DE RECURSOS LTDA. reported RAUM up 40% ($514.3M -> $721.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2025 — ROOT CAPITAL - GESTÃO DE RECURSOS LTDA. grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — ROOT CAPITAL - GESTÃO DE RECURSOS LTDA. crossed $500M in regulatory AUM ($461.6M -> $514.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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