Moneda Usa, Inc.

Moneda USA, Inc. is an investment adviser established in 2007, specializing in providing advisory services on a discretionary basis to private funds and managed accounts. The firm's investment strategy focuses on achieving risk-adjusted long-term capital appreciation through fundamental bottom-up analysis of companies in Latin America. Moneda USA is owned by Moneda II SpA, which is wholly owned by Patria Investment Limited. The firm manages approximately USD $635,759,591 in regulatory assets on a discretionary basis as of December 31, 2024. Clients typically include sophisticated and institutional investors meeting the requirements of qualified purchasers. Moneda USA charges fees based on a percentage of assets under management and may receive performance-based fees. The firm does not engage in prepayment of fees and does not accept compensation for the sale of securities. Moneda USA may use leverage, short selling, and arbitrage strategies in its investment approach, which involves risks such as market risk, lack of diversification, and interest rate risks. The firm has not been subject to any material disciplinary actions, and it complies with proxy voting policies when delegated authority. Moneda USA does not solicit prepayment of fees, and there are no known financial conditions impairing its ability to meet contractual obligations to clients.