Western Asset Management Company Dtvm Limitada (Sao Paulo)

Name: Western Asset Management Company Dtvm Limitada
Address: Av. Pres Juscelino Kubitschek, Sao Paulo, 04543 011
Telephone: +55-11-3478-5000

Western Asset Management Company Dtvm Limitada is a large advisory firm based in Sao Paulo. It manages $13.39 billion of regulatory assets for 116 client accounts. It has been registered with the SEC as an adviser since 2010.

Western Asset Management Company Dtvm Limitada provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Western Asset Management Company Dtvm Limitada: assets under management

The assets under management (AUM) of Western Asset Management Company Dtvm Limitada is $13.39 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $13.39 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $115.47 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Western Asset Management Company Dtvm Limitada for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Western Asset Management Company Dtvm Limitada

Paulo Eduardo Clini has been acting as President since 1 Dec 2008. Silmara Velasque Baccani joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Marzo Bernardi	Executive director and director	1 Aug 2008	Other	4859229
Mariano Federico Ardissone	Finance officer and director	1 Aug 2008	Other	5814126
Paulo Eduardo Clini	Director	1 Dec 2008	Other	5814127
Western Asset Management (Brasil) Holdings Limitada	Joint shareholder	1 Mar 2009	75% - 100%	n/a
Silmara Velasque Baccani	Chief compliance officer	1 Apr 2010	Other	5814129

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Legg Mason International Holdings	Joint shareholder	1 Dec 2005	25% - 50%	n/a
Inc. Legg Mason	Joint shareholder	1 Jan 2008	75% - 100%	52-1200960

Based in Sao Paulo

The principal office where Western Asset Management Company Dtvm Limitada performs its advisory services is located at Av. Pres Juscelino Kubitschek, Sao Paulo, 04543 011, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number +55-11-3478-5000 or by fax +55-11-3478-5219. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.westernasset.com.br.