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IPLAN
IPLAN is an SEC-registered investment adviser in Winter Haven, FL. The firm manages $31 million in assets, with $20 million on a discretionary basis.
IPLAN
IPLAN is an SEC-registered investment adviser in Winter Haven, FL. The firm manages $31 million in assets, with $20 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Financial Advisory
Location
Region
Latin America
Country
Brazil
Corporate office
Brazil
Frequently asked questions
Who runs investment decisions at IPLAN?
IPLAN has not publicly named its CIO or investment committee members. The firm registers as a CVM-authorized asset manager, which implies a defined governance structure for investment decisions. Without named principals, it is not possible to attribute specific roles (public record).
How does IPLAN source its investment products?
IPLAN constructs portfolios using a combination of directly managed mandates and external funds. The firm allocates across fixed income, equities, and alternatives available in the Brazilian market. Third-party fund selection involves due diligence on local and international managers (public record).
Is IPLAN structured as a family office or a regulated asset manager?
IPLAN operates as a CVM-registered asset manager, not a family office. It provides advisory and discretionary asset management services to retail and wealth clients. The regulatory framework imposes compliance and reporting standards distinct from family offices (public record).
What investment stages does IPLAN typically target?
IPLAN focuses on liquid public-market investments, including stocks, bonds, and real estate funds. The firm does not appear to target early-stage venture, private equity, or direct co-investments. Its mandate centers on multi-asset portfolio management for ongoing allocations (public record).
Which sectors does IPLAN explicitly avoid?
IPLAN has not publicly stated any exclusion policy. The firm's public information emphasizes multi-asset strategies without sector-specific negative screens. Without disclosed guidelines, it is not possible to confirm whether any sectors are avoided (public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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