Simetria Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$96,532,561
Clients
373
Advisors
6
across 5 offices
About
Brasil Plural Investment Advisor, LLC is an SEC‑registered investment adviser with roughly $201.6 million in regulatory assets under management and a small team of advisers serving individuals (including high‑net‑worth clients), corporations, and institutions through discretionary and non‑discretionary separately managed accounts and sub‑advisory arrangements. The firm offers customized portfolio management and research-driven recommendations rather than packaged wrap programs, and generally requires a minimum account size as noted in its advisory agreements.
The firm constructs client portfolios using third‑party macroeconomic research combined with in‑house analysis, allocating across equities, fixed income, options and alternative investments to pursue preservation and capital appreciation. Its policies and disclosures state that strategies may involve hedging and the use of derivatives (options, swaps, futures) and may employ leverage or borrowing, and that clients can be exposed to foreign currency and emerging‑market risks through underlying investments.
BPIA is notable for its affiliations and organizational structure: it operates alongside an affiliated broker‑dealer, Brasil Plural Securities, LLC, which is used as an introducing broker for certain trades and generates brokerage compensation, and it shares management, ownership and facilities with another SEC‑registered adviser, L&S Investment Advisors, with which it may share clients and certain expenses. The brochure also highlights arrangements that can create conflicts of interest (dual registrations, affiliated brokerage, and fee‑sharing for shared clients) and, unlike many peers, the firm’s disclosures do not describe dedicated financial planning services as part of its core offerings.
Client services
Expertise
Fee options
Flat fee arrangements entered into from time to time, typically for administrative services provided to clients; specific amounts not stated.
up to $999,999 - $999,999: 2.00% $1,000,000 - $2,499,999: 1.50% $2,500,000 - $5,999,999: 0.50% $6,000,000 - $9,999,999: 0.40% Over $10,000,000+: 0.35%
Account minimum: $50,000
Main office
See office2601 S. Bayshore Drive, Suite 1200
Miami FL 33133
Advisors at this office
2
Offices (5)
Miami, FL S. Bayshore Drive
2601 S. Bayshore Drive Suite 1200, Miami, FL 33133
2 advisors
Miami, FL Brickell Key Drive
601 Brickell Key Drive Suite 700, Miami, FL 33131
1 advisor
New York, NY
545 Madison Avenue 8th Floor, New York, NY 10022
1 advisor
New York City, NY
950 Third Avenue Suite 1702, New York City, NY 10022
1 advisor
Scarsdale, NY
Scarsdale, NY
1 advisor
Most active in
Florida · New York
Also doing business as
Brasil Plural Investment Advisor LLC · Plural Advisors · Simetria Advisory Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Diogo C
Series 66
Miami, FL
Simetria Advisory Group LLC
Diogo Cavalcanti is a financial advisor with Simetria Advisory Group LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Bolton Global Asset Management and Bolton Global Capital for 10 years and Wells Fargo Clearing for 7 years. Outside of advisory roles, he is a co-owner and manager of Assurance Corporate Services LLC, which facilitates offshore corporate filings. Brasil Plural Investment Advisor, LLC is an SEC-registered firm managing approximately $201.6 million in assets, serving individuals, corporations, and institutions with customized portfolio management. The firm uses a research-driven investment approach across multiple asset classes and employs strategies involving derivatives and alternative investments.
Renato B
Series 65
Miami, FL
Simetria Advisory Group LLC
Renato Bucholtz is a financial advisor at Brasil Plural Investment Advisor LLC with one year of industry experience. He holds a Series 65 designation and previously worked at GGA Investments Ltd for seven years and J. Safra Sarasin Asset for eight years. Brasil Plural Investment Advisor, LLC is an SEC-registered adviser managing approximately $201.6 million in assets, serving individuals, corporations, and institutions with customized portfolio management. The firm uses a combination of third-party macroeconomic research and in-house analysis to construct client portfolios, employing strategies across equities, fixed income, options, and alternative investments.
Marco M
Series 66
Miami, FL
Simetria Advisory Group LLC
Marco Muricy is a financial advisor at Brasil Plural Investment Advisor LLC with five years of industry experience. He holds a Series 66 designation and has held positions at firms including MM Intl Adv, Laidlaw & Company (UK) Ltd., and Wells Fargo Clearing. Brasil Plural Investment Advisor, LLC is an SEC-registered investment adviser managing approximately $201.6 million in assets with a team serving individuals, corporations, and institutions. The firm provides customized portfolio management using a combination of third-party macroeconomic research and in-house analysis, investing across multiple asset classes including equities, fixed income, options, and alternatives.
Priscilla C
CFA®, Series 63, Series 65
New York, NY
Simetria Advisory Group LLC
Priscilla Chor Goldenstein is a CFA® charterholder with seven years of industry experience, currently serving at Brasil Plural Securities. Her work history includes roles at Brasil Plural Securities LLC and Brasil Plural Multiple Bank. Brasil Plural Investment Advisor, LLC manages approximately $201.6 million in assets and serves individuals, corporations, and institutions through customized portfolio management and research-driven investment strategies that include equities, fixed income, options, and alternative investments.
Fabio R
Series 63, Series 65
Scarsdale, NY
Simetria Advisory Group LLC
Fabio Ramalho is a financial advisor at Simetria Advisory Group LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brasil Plural Securities LLC and Neon Investimentos. Additionally, Ramalho serves as an independent member of the finance committee for NAGRO, an agritech firm based in Brazil. Brasil Plural Investment Advisor, LLC manages approximately $201.6 million in regulatory assets and serves individuals, corporations, and institutions through customized portfolio management. The firm utilizes a combination of third-party macroeconomic research and in-house analysis to create diversified portfolios across various asset classes.
Lauro Akira N
Series 65
New York City, NY
Simetria Advisory Group LLC
Lauro Akira Neuppmann Takata is a financial advisor at Simetria Advisory Group LLC with a Series 65 designation and two years of industry experience. His career includes roles at Brasil Plural Investment Advisor LLC and Sympatheia Advisory LLC, as well as positions in the banking and capital markets sectors. Brasil Plural Investment Advisor, LLC manages approximately $201.6 million in regulatory assets, serving individuals, corporations, and institutions through customized portfolio management. The firm employs a research-driven approach, utilizing third-party macroeconomic research and in-house analysis across various asset classes, including equities, fixed income, options, and alternatives.
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