Marnoa Private Wealth Counsel Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$218,900,000
Clients
355
Advisors
3
of 4 employees
About
Marnoa Private Wealth Counsel Ltd. provides discretionary investment management and advisory services to individuals (including high‑net‑worth clients), families, small businesses, trusts, estates, and charities, managing approximately $229.6 million across about 355 client relationships with three advisors. The firm offers separately managed accounts, may appoint sub‑advisors, and provides financial planning only to clients who are resident outside the United States as part of an investment management relationship.
The firm’s investment process combines fundamental and cyclical analysis, modern portfolio theory and a proprietary quantitative optimization model, with meaningful use of ETFs and institutional share classes where available and routine cash‑management for liquidity and fee purposes. Portfolios are actively rebalanced under discretionary authority to reflect Marnoa’s market views and client objectives, household accounts are aggregated for management, and execution and custody arrangements differ by client residence (U.S. accounts use an introducing broker/clearing custodian arrangement while non‑U.S. clients are serviced through a domestic dealer).
What sets Marnoa apart from many peers is that its principal office is located outside the United States while it is also registered with the SEC, and the firm reports that the large majority of its assets are attributable to non‑U.S. residents — a cross‑border structure that affects regulatory oversight, custody arrangements, and investor protections. The firm also limits certain services by client residence (for example, it does not provide non‑discretionary management or financial planning to U.S. residents) and applies different proxy‑voting and custody practices for U.S. versus non‑U.S. accounts.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,000 - $3,000,000: 0.85% $3,000,000+: 0.75%
Account minimum: $250,000
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 with one year of experience at Marnoa Private Wealth Counsel Ltd. He has previously worked at Advisor Insights, Raymond James, RBC, and CIBC, accumulating over a decade of industry experience. Marnoa Private Wealth Counsel Ltd. provides discretionary investment management and advisory services to individuals, families, small businesses, trusts, estates, and charities, managing approximately $229.6 million across about 355 client relationships. The firm uses a mix of fundamental and cyclical analysis, modern portfolio theory, and a proprietary quantitative optimization model, with active portfolio rebalancing and differentiated service structures based on client residence.
Christopher D
Series 65
Remote
Marnoa Private Wealth Counsel Ltd.
Christopher De Sousa is a Series 65-licensed advisor with Marnoa Private Wealth Counsel Ltd., bringing one year of industry experience. He has been with Marnoa Private Wealth in various capacities since 2017. Marnoa Private Wealth Counsel Ltd. provides discretionary investment management and advisory services to individuals, families, small businesses, trusts, estates, and charities, managing approximately $229.6 million across about 355 client relationships. The firm uses a combination of fundamental and cyclical analysis, modern portfolio theory, and proprietary quantitative optimization, actively rebalancing portfolios while accommodating different service and custody arrangements based on client residency.
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 previously worked for Raymond James (USA) Ltd. for nine years. Outside of his advisory role, Ribeiro is a shareholder in a construction company and serves as an investment committee volunteer and board member for the Cambridge & North Dumfries Community Foundation. Marnoa Private Wealth Counsel Ltd. provides discretionary investment management and advisory services primarily to non-U.S. clients, including high-net-worth individuals, families, and institutions. The firm employs a combination of fundamental and quantitative investment strategies, actively rebalancing portfolios under discretionary authority while using various custody arrangements depending on client residence.
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