# IPLAN

IPLAN is a Financial Advisory based in Brazil.

## Overview

- **Organization type:** Financial Advisory
- **Headquarters:** Brazil
- **Region:** Latin America
- **Address:** Brazil
- **Assets under management:** Undisclosed
- **Website:** iplan.com.br
- **LinkedIn:** https://www.linkedin.com/company/iplan

## Regulatory record

- **CRD number:** 294929
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/294929

## About

IPLAN is a state-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.

## Questions

### 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).

### 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).

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- [Darden Wealth Group](https://altss.com/profile/darden-wealth-group)
- [InfraBridge Investors (UK) Limited](https://altss.com/profile/infrabridge-investors-uk-limited)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/iplan

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