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Vbi Real Estate (Sao Paulo)


Vbi Real Estate is a large advisory firm based in Sao Paulo. It manages $326.37 million of regulatory assets for 46 client accounts. It has been registered with the SEC as an adviser since 2014.

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Vbi Real Estate provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as serving as general partner and manager of private.

Vbi Real Estate: assets under management

The assets under management (AUM) of Vbi Real Estate is $326.37 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $326.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.1 million each.
Vbi Real Estate has custody of $336.93 million in cash and securities for 11 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vbi Real Estate for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sao Paulo

The principal office where Vbi Real Estate performs its advisory services is located at Rua Funchal, Sao Paulo, 04551 060, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 551123442525 or by fax 551123442547. The normal business hours are 10 on Monday - Friday. You can find more information about the New York firm at vbirealestate.com/site/home.


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