3 J Capital Partners Ltd
- Regulatory AUM
- $238M
- Discretionary
- $238M
- Clients
- 141
- Avg AUM / client
- $1.7M
- Accounts
- 141
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 140 | $233M | 97.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $5.3M | 2.22% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ferrari Filho, João, Luiz | Director | Oct 2017 (9y) | 10% – 25% | |
| Serrado, Joao, Pedro Morais S. L. | Director | Oct 2017 (9y) | 10% – 25% | |
| Vicente, Joao, Paulo Borges | Director | Oct 2017 (9y) | 10% – 25% | |
| Erhardt, Tatiana, Guimaraes | Director And Chief Compliance Officer | Oct 2018 (8y) | 10% – 25% | |
| Kaufmann, Fabio, Venosa | Director | Oct 2018 (8y) | 10% – 25% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Commissions
- • Other fees
- • REBATES; RETROCESSIONS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Bank Julius Baer (Monaco) S.A.M. $120M (50% of AUM) Mar 2026
- Cbh Ltd. $75.2M (32% of AUM) Mar 2026
- UBS $45.3M (22% of AUM) Mar 2021
- Banque J. Safra Sarasin (Monaco) Sa $24.8M (13% of AUM) Feb 2025
- Cbh (Bahamas) Ltd. $22.6M (11% of AUM) Jun 2020
- Ca Indosuez (Switzerland) Sa $5.0M (10% of AUM) Feb 2018
- Citibank $4.3M (2% of AUM) Mar 2022
- Banque Lombard Odier & Cie Sa $4.3M (2% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗