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Pertento Advisors LLC

● SEC registered since 2025CRD 335545SEC# 801-134089
Export (members)
Reg. AUM
$4.77B
Employees
4
Accounts
5
Location

Pertento Advisors LLC assets under management

Pertento Advisors LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2025. It reports $4.8 billion in regulatory assets under management and employs 4 people.

Pertento Advisors LLC owners & executives

4 reported
NameTitleOwnershipSince
Eduardo De Castro Magalhaes Marques ControlOwnerOver 75%2024
Ian Westbrook TrundleCcoUnder 5%2024
Jason Gabriel PerrasManagerUnder 5%2024
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Frequently asked questions

How much does Pertento Advisors LLC manage?

Pertento Advisors LLC reports $4.8 billion in regulatory assets under management on its Form ADV.

How many employees does Pertento Advisors LLC have?

Pertento Advisors LLC reports 4 employees.

Does Pertento Advisors LLC disclose fund performance?

Pertento Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone1 305 347 5123
Office hours9-5
SEC regionHQ
Discloses disciplinary historyNo

Regulatory AUM

$4.77B▲ 26%
Jul '25 — $3.79BAug '25 — $3.79BSep '25 — $3.79BOct '25 — $3.79BNov '25 — $3.79BDec '25 — $3.79BJan '26 — $3.79BFeb '26 — $3.79BMar '26 — $4.77BApr '26 — $4.77BMay '26 — $4.77BJun '26 — $4.77B
Jul '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$4.77Bregulatory AUM
Discretionary $4.77B