BTG PACTUAL US CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
152
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
149486
Registered since
December 14, 2009

Firm profile

FINTRX

Overview

BTG Pactual US Capital, LLC is registered as a limited liability company with SEC registration dating to 2009 and is classified in the available records as an investment bank rather than a traditional retail RIA. Ownership is recorded as a mix of a domestic entity and an individual. The firm’s public profile in the dataset contains limited detail about its day-to-day business lines, fee schedules, or specific advisory activities. The record also notes several negative designations: it is not listed as a capital allocator, does not identify as an active ESG investor, and is not flagged as a multi-state adviser, pension consultant, or related adviser. Those entries, combined with the sparse disclosure about advisory functions, suggest the entity operates primarily in investment-banking or capital-markets roles rather than as a portfolio manager for retail or high-net-worth clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • DEAN PARK

    Chief Compliance OfficerCRD 4096412

  • Renato Moritz Cavalcanti

    Co-CEOCRD 7626573

Contacts

3 of 150
  • MATEUS TAVARES MEDEIROS COSTA

    AnalystCRD 7785866

  • Andre Branco Dibe Rodrigues

    Equity Sales TraderCRD 8179024

  • ANA OLIVEIRA DA SILVA

    Operations AnalystCRD 7914344

Unlock 147 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth