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Av. Juscelino Kubitschek 1400, 11 Andar, Sao Paulo 04543-000 • Brazil
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-30 |
Branch Locations
Av. Juscelino Kubitschek 1400, 11 Andar, Sao Paulo 04543-000 • Brazil
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue3 Asset Management | Sao Paulo | 08/2024 | Present | |
| Troon Gestora De Recursos | Sao Paulo | 08/2024 | Present | |
| Troon Capital Multi-Family Office | Sao Paulo | 06/2023 | 07/2024 | |
| Blue3 Investimentos | Ribeirao Preto | 07/2022 | 05/2023 | |
| Blue3 Investimentos | Ribeirao Preto | 07/2021 | 06/2022 | |
| Blue3 Investimentos | Goiania | 11/2020 | 06/2021 | |
| Lhx Investimentos | Goiania | 03/2012 | 10/2020 |
Name of Businesses: Blue3 Asset Management Ltda. and Troon Gestora de Recursos Ltda. Investment-Related: Yes Business Address: Av. Juscelino Kubitschek, 1400 - 11th Floor, São Paulo, SP, Brazil Nature of Business: Non-U.S. asset management firms providing discretionary portfolio management services to non-U.S. clients. Position/Title: Managing Director - Portfolio Management Relationship Start Date: August 2024 Approximate Hours per Month: Approximately 40 hours per month Hours During Securities Trading Hours: Approximately 10 hours per month Duties: Executive and portfolio management responsibilities for non-U.S. clients, including strategic asset allocation, portfolio oversight, and risk management. Activities are conducted in accordance with applicable non-U.S. regulations and the compliance policies and procedures of Blue3 Investments, LLC.
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