# EDGAR Filing Document

**Accession Number:** 0002081206
**File Stem:** 0000950103-26-006114
**Filing Date:** 2026-4
**Character Count:** 13628
**Document Hash:** b00ffa09bf1a8d3c634aa5fcec058b28
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000950103-26-006114.hdr.sgml**: 20260423

**ACCESSION NUMBER**: 0000950103-26-006114

**CONFORMED SUBMISSION TYPE**: SCHEDULE 13G

**PUBLIC DOCUMENT COUNT**: 2

**FILED AS OF DATE**: 20260423

**DATE AS OF CHANGE**: 20260423

**SUBJECT COMPANY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AGI Inc
- **CENTRAL INDEX KEY:** 0002081206
- **STANDARD INDUSTRIAL CLASSIFICATION:** COMMERCIAL BANKS, NEC [6029]
- **ORGANIZATION NAME:** 02 Finance
- **EIN:** 000000000
- **STATE OF INCORPORATION:** E9
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13G
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 005-95628
- **FILM NUMBER:** 26889489

**BUSINESS ADDRESS:**
- **ADDRESS IS A NON US LOCATION:** YES
- **STREET 1:** RUA SERGIO FERNANDES BORGES SOARES,1000
- **STREET 2:** PREDIO E1
- **CITY:** CAMPINAS
- **NON US STATE TERRITORY:** SAO PAULO
- **PROVINCE COUNTRY:** D5
- **ZIP:** 13054-709
- **BUSINESS PHONE:** 55 (19) 3031-4000

**MAIL ADDRESS:**
- **ADDRESS IS A NON US LOCATION:** YES
- **STREET 1:** RUA SERGIO FERNANDES BORGES SOARES,1000
- **STREET 2:** PREDIO E1
- **CITY:** CAMPINAS
- **NON US STATE TERRITORY:** SAO PAULO
- **PROVINCE COUNTRY:** D5
- **ZIP:** 13054-709

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Agi, Inc.
- **DATE OF NAME CHANGE:** 20250812
**FILED BY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Lumina Capital Management Ltda.
- **CENTRAL INDEX KEY:** 0002127380

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** D5
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13G

**BUSINESS ADDRESS:**
- **ADDRESS IS A NON US LOCATION:** YES
- **STREET 1:** RUA PROF. ATILIO INNOCENTI, NO. 165
- **STREET 2:** 14TH FLOOR
- **CITY:** SAO PAULO
- **PROVINCE COUNTRY:** D5
- **ZIP:** 04538-000
- **BUSINESS PHONE:** 55 11 5242-2200

**MAIL ADDRESS:**
- **ADDRESS IS A NON US LOCATION:** YES
- **STREET 1:** RUA PROF. ATILIO INNOCENTI, NO. 165
- **STREET 2:** 14TH FLOOR
- **CITY:** SAO PAULO
- **PROVINCE COUNTRY:** D5
- **ZIP:** 04538-000

## Ex-99.A

**Exhibit A**

**JOINT FILING AGREEMENT**

The undersigned acknowledge and agree that the foregoing statement on Schedule 13G is filed on behalf of each of the undersigned and that all subsequent amendments to this statement on Schedule 13G shall be filed on behalf of each of the undersigned without the necessity of filing additional joint filing agreements. The undersigned acknowledge that each shall be responsible for the timely filing of such amendments, and for the completeness and accuracy of the information concerning him, her or it contained herein, but shall not be responsible for the completeness and accuracy of the information concerning the other entities or persons, except to the extent that he, she or it knows or has reason to believe that such information is inaccurate.

IN WITNESS WHEREOF, the parties executed this Joint Filing Agreement on April 23, 2026.

---

| | |
|:---|:---|
| **Lumina Capital Management Ltda.**  | **Lumina Capital Management Ltda.**  |
| By: | /s/ Daniel Goldberg  |
| Name: | Daniel Goldberg<br>|
| Title: | Director |
| By: | /s/ Catarina Rodrigues  |
| Name: | Catarina Rodrigues |
| Title: | Director |

---

---

| | |
|:---|:---|
| **LCM Bigbang Fundo de Investimento em Participações Multiestratégia Responsabilidade Limitada** | **LCM Bigbang Fundo de Investimento em Participações Multiestratégia Responsabilidade Limitada** |
| By: | /s/ Daniel Goldberg  |
| Name: | Daniel Goldberg<br>|
| Title: | Director |
| By: | /s/ Catarina Rodrigues  |
| Name: | Catarina Rodrigues |
| Title: | Director |

---

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## SCHEDULE 13G

### Under the Securities Exchange Act of 1934

**Issuer:** AGI Inc

**Title of Class of Securities:** Class A common shares, par value US$0.00005 each

**CUSIP Number:** —

**Date of Event Which Requires Filing of this Statement:** 03/31/2026

**Check the appropriate box to designate the rule pursuant to which this Schedule is filed:**

- [ ] Rule 13d-1(b)

- [ ] Rule 13d-1(c)

- [x] Rule 13d-1(d)

---

| 1. | Names of Reporting Persons<br>Lumina Capital Management Ltda. | Names of Reporting Persons<br>Lumina Capital Management Ltda. |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>D5 | Citizenship or Place of Organization<br>D5 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>8045726.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>8045726.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>8045726.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>8045726.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>13.70% | Percent of Class Represented by Amount in Row (9)<br>13.70% |
| 12. | Type of Reporting Person (See Instructions)<br>OO | Type of Reporting Person (See Instructions)<br>OO |

---

| 1. | Names of Reporting Persons<br>LCM Bigbang Fundo de Investimento em Participacoes Multiestrategia Responsabilidade Limitada | Names of Reporting Persons<br>LCM Bigbang Fundo de Investimento em Participacoes Multiestrategia Responsabilidade Limitada |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [x] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>D5 | Citizenship or Place of Organization<br>D5 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>8045726.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>8045726.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>8045726.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>8045726.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>13.70% | Percent of Class Represented by Amount in Row (9)<br>13.70% |
| 12. | Type of Reporting Person (See Instructions)<br>OO | Type of Reporting Person (See Instructions)<br>OO |

---

**Item 1(a). Name of Issuer:**
AGI Inc

**Item 1(b). Address of Issuer's Principal Executive Offices:**
Rua Sergio Fernandes Borges Soares, 1000, Predio E1 Campinas, SP 13054-709 Brazil

**Item 2(a). Name of Person Filing:**
This Schedule 13G (the "Statement") is being filed on behalf of each of the following persons (collectively, the "Reporting Persons"):

(i) Lumina Capital Management Ltda. ("Lumina Capital") and

(ii) LCM Bigbang Fundo de Investimento em Participacoes Multiestrategia Responsabilidade Limitada ("Lumina FIP").

The Reporting Persons have entered into a Joint Filing Agreement, a copy of which is filed with this Schedule 13G as Exhibit A, pursuant to which the Reporting Persons have agreed to file this Schedule 13G jointly in accordance with the provisions of Rule 13d-1(k) of the Act.

**Item 2(b). Address of Principal Business Office:**
The principal addresses of the Reporting Persons are as follows:

(i) Lumina Capital -- Rua Prof. Atilio Innocenti, No. 165, 14th floor, Sao Paulo, CEP 04538-000, State of Sao Paulo, Brazil

(ii) Lumina FIP - Praia De Botafogo 501, 5th and 6th Floors, Botafogo, Rio de Janeiro, CEP 22250-040, State of Rio de Janeiro, Brazil

**Item 2(c). Citizenship:**
See row 4 of the cover pages to this Statement.

**Item 2(d). Title of Class of Securities:**
Class A common shares, par value US$0.00005 each

**Item 2(e). CUSIP Number:**
—

**Item 3. If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:**

(a) [ ] Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o).

(b) [ ] Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c).

(c) [ ] Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c).

(d) [ ] Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8).

(e) [ ] An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);

(f) [ ] An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);

(g) [ ] A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);

(h) [ ] A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);

(i) [ ] A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);

(j) [ ] A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), if filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:

(k) [ ] Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).

**Item 4. Ownership:**

**(a) Amount beneficially owned:**

The Reporting Persons own the following number of the Company's Shares:
(i) Lumina Capital owns of record no Class A common shares or 0.0% of the issued and outstanding Class A common shares.
(ii) Lumina FIP owns of record 8,045,726 Class A common shares or 13.70% of the issued and Class A common shares.
Lumina Capital serves as the investment manager of Lumina FIP. By virtue of the foregoing, the Reporting Persons may be deemed to share voting power and the power to direct the disposition of the Class A common shares that each owns of record. Each of the Reporting Persons disclaims ownership of the Class A common shares, except to the extent of their pecuniary interest therein.

**(b) Percent of class:**

See row 11 of the cover sheet of each Reporting Person.
All calculations of percentage ownership herein are based on an aggregate of 58,700,711 Class A common shares outstanding as of February 10, 2026 as reported by the Issuer in the Final Prospectus relating to the initial public offering of AGI Inc dated February 10, 2026.

**(c) Number of shares as to which the person has:**

**(i) Sole power to vote or to direct the vote:**

Each of the Reporting Persons may be deemed to have the sole power to direct the voting and dispositions of the Class A common shares as indicated on such Reporting Person's cover page included herein.

**(ii) Shared power to vote or to direct the vote:**

Each of the Reporting Persons may be deemed to share the power to direct the voting and dispositions of the 13.70% Class A common shares that may be deemed to be owned beneficially by each of them.

**(iii) Sole power to dispose or to direct the disposition of:**

Each of the Reporting Persons may be deemed to have the sole power to direct the voting and dispositions of the Class A common shares as indicated on such Reporting Person's cover page included herein.

**(iv) Shared power to dispose or to direct the disposition of:**

Each of the Reporting Persons may be deemed to share the power to direct the voting and dispositions of the 13.70% Class A common shares that may be deemed to be owned beneficially by each of them.

**Item 5. Ownership of Five Percent or Less of a Class.**

[x] If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following.

**Item 6. Ownership of More than 5 Percent on Behalf of Another Person.**

Not Applicable

**Item 7. Identification and Classification of the Subsidiary**

Not Applicable

**Item 8. Identification and Classification of Members of the Group**

See Item 4, which states the identity of the members of the group filing this Schedule 13G.

**Item 9. Notice of Dissolution of Group**

Not Applicable

**Item 10. Certification:**

—

### SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

**Lumina Capital Management Ltda.**

**Date:** 04/23/2026

**By:** /s/ Daniel Goldberg

**Name & Title:** Daniel Goldberg/Director

**LCM Bigbang Fundo de Investimento em Participacoes Multiestrategia Responsabilidade Limitada**

**Date:** 04/23/2026

**By:** /s/ Daniel Goldberg

**Name & Title:** Daniel Goldberg/Director