Marnoa Private Wealth Counsel Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Marnoa Private Wealth Counsel is a SEC‑registered investment adviser whose principal office is located outside the United States and which serves both U.S. and non‑U.S. clients. The firm provides discretionary investment management for individuals (including both non‑high‑net‑worth and high‑net‑worth clients), families, small businesses, trusts, estates, and charities, typically through separately managed accounts and the use of independent sub‑advisors.
The firm’s investment approach blends fundamental, cyclical, quantitative, and modern portfolio theory inputs and uses a proprietary optimization model to construct portfolios with an emphasis on long‑term holdings, periodic rebalancing, and cash management. Marnoa operates on a discretionary basis (it does not offer non‑discretionary services to U.S. clients per its disclosure), generally assesses fees as a percentage of assets under management, and recommends Pershing as a custodian for trade execution and custody.
What distinguishes Marnoa from many peers is its cross‑border structure and a material non‑U.S. client base combined with a client mix that explicitly includes both non‑HNW and high‑net‑worth individuals receiving direct portfolio management. As of the brochure, the firm reported roughly $19.3 million in regulatory AUM across 59 clients, charges percentage‑of‑AUM investment management fees, and does not serve as a private‑fund adviser, which is uncommon in this peer group.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $3,000,000: 0.85% Over $3,000,000+: 0.75%
Account minimum: $100,000
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
Quick links
Advisors at this firm
Nadeem K
CFA®
Remote
Marnoa Private Wealth Counsel Ltd.
Nadeem Kassam is a CFA® charterholder currently with Marnoa Private Wealth Counsel Ltd., where he has worked since 2025. He has prior experience with Advisor Insights, Raymond James, RBC, and CIBC, totaling several years in the financial industry. Marnoa Private Wealth Counsel provides discretionary investment management and advisory services to individuals, families, trusts, estates, small businesses, and charitable organizations, often utilizing separately managed accounts. The firm employs a combination of fundamental and cyclical analysis, modern portfolio theory, and proprietary quantitative models in its investment process and serves a significant non-U.S. client base through a cross-border regulatory structure.
Christopher D
Series 65
Remote
Marnoa Private Wealth Counsel Ltd.
Christopher De Sousa is a Series 65 licensed advisor at Marnoa Private Wealth Counsel Ltd. with one year of industry experience. He has been with Marnoa Private Wealth and its related entities since 2017. Marnoa Private Wealth Counsel is a SEC-registered investment adviser serving both U.S. and non-U.S. clients, providing discretionary investment management for individuals, families, small businesses, trusts, estates, and charities. The firm uses a proprietary optimization model that blends fundamental, cyclical, quantitative, and modern portfolio theory inputs to construct portfolios focused on long-term holdings and periodic rebalancing.
Pedro R
Series 66
Remote
Marnoa Private Wealth Counsel Ltd.
Pedro Ribeiro is a financial advisor at Marnoa Private Wealth Counsel Ltd. with 11 years of industry experience. He holds a Series 66 designation and has worked with Raymond James Ltd. and Raymond James (USA) Ltd. since 2014. Outside of his advisory role, he is a part-owner of a construction company and serves as an investment committee volunteer and board member for the Cambridge & North Dumfries Community Foundation. Marnoa Private Wealth Counsel is an SEC-registered investment adviser serving both U.S. and non-U.S. clients. The firm provides discretionary investment management for individuals, families, businesses, trusts, estates, and charities, utilizing a proprietary model that blends multiple investment theories with an emphasis on long-term holdings and periodic rebalancing.
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