← Tributary

M SQUARE INVESTIMENTOS LTDA.

SAO PAULO, Brazil · CRD 336712 · IAPD ↗ · msquare.com · +55 11 3074 6370

$2.25BRegulatory AUM
5Advisory reps
22Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

25
April 2026 — M SQUARE INVESTIMENTOS LTDA. shrank from 10 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
December 2025 — M SQUARE INVESTIMENTOS LTDA. (SAO PAULO, Brazil) is newly SEC-registered with $2.09B RAUM and 10 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.