BTG PACTUAL ASSET MANAGEMENT US , LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 152538
- Registered since
- January 19, 2010
- Website
- www.btgpactual.com
- Custodians
- CF SECURED, LLC, PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles66.54%
- Sovereign Wealth Funds24.14%
- Corporations / Businesses5.56%
- HNWI3.65%
- Individuals0.11%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
BTG Pactual Asset Management US, LLC is a U.S.-registered investment manager organized as an LLC and active since 2010. The firm operates across hedge fund, private equity and multi-strategy channels and provides advisory services to both individual/family and institutional clients. Its advisory scope includes portfolio management for individuals and small businesses, management of pooled investment vehicles and accounts for institutions, plus selection of third‑party managers. BTG Pactual US also engages in commodity pool operator/commodity trading advisor activities. The firm charges a mix of percentage-of-AUM, fixed, commission and performance-based fees. It is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds75%
- Private Funds10%
- Investment Grade Corp Bonds4%
- Public Funds/Mutual Funds4%
- Exchange Traded Equities2%
Owners & executives
3 of 3NANDIKESH DIXIT
Chief Legal OfficerCRD 7090894
Renato Moritz Cavalcanti
Co-CEOCRD 7626573
WILLIAM ROSE
Chief Operating OfficerCRD 2986553
Contacts
3 of 63Maria Luiza Del Roio
Relationship ManagerCRD 7224760
Vinicius Martin Lopes
Investment AdvisorCRD 6914825
Roberta Barbaceia
Manager AssistantCRD 7722362
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$493M in ETFs
95%
$468M
4%
$24.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $104M | 174,352 | 21.15% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 601 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
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