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CAPSIGMA INVESTMENT PARTNERS LTDA

SAO PAULO, SP, Brazil · CRD 336478 · IAPD ↗ · capsigma.com.br · 55 (11) 5200-2246

$61.6MRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

30
April 2026 — CAPSIGMA INVESTMENT PARTNERS LTDA reported RAUM up 27% ($48.4M -> $61.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
December 2025 — CAPSIGMA INVESTMENT PARTNERS LTDA reported RAUM up 151% ($19.3M -> $48.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
July 2025 — CAPSIGMA INVESTMENT PARTNERS LTDA (SAO PAULO, SP, Brazil) is newly SEC-registered with $19.3M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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