Btg Pactual Asset Management Us , LLC
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Learn more about Btg Pactual Asset Management Us , LLC
Overview
Btg Pactual Asset Management Us , LLC is a financial advisory company that has its headquarters in New York, New York. The company oversees $22.3 billion in assets over 344 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management (AUM). Btg Pactual Asset Management Us , LLC has an average-sized group, including 32 financial advisors. Btg Pactual Asset Management Us , LLC does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets such as stocks, bonds and options.
Btg Pactual Asset Management Us , LLC administers most of the firm's client assets in a discretionary manner. Discretionary management signifies that buy and sell judgments for the client's account are made by an investment advisor without requiring client consent. Btg Pactual Asset Management Us , LLC also manages 19 non-discretionary accounts with a total of $342.5 million in assets under management. Btg Pactual Asset Management Us , LLC manages roughly $64.7 million in assets for every customer account. The typical advisor at Btg Pactual Asset Management Us , LLC manages around 11 client accounts, making it one of the more personalized advisor firms in the country.
The company's main office is located at 601 Lexington Avenue, New York, New York 10022. Btg Pactual Asset Management Us , LLC is legally permitted to serve clients throughout a few states, including Arkansas, Connecticut, Florida, Georgia, Montana, New York, South Carolina and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Btg Pactual Asset Management Us , LLC by the Numbers
$22.3 billion
89
344
$64.7 million
Fee Structure
Fees for financial management usually depend on which services the firm provides the client. However, fee types charged by the company most likely consist of the following fee structures: asset-based, commission-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 1% of firms
Commissions
-
Offered by 26% of firms
Performance-based
Types of Clients
Btg Pactual Asset Management Us , LLC provides services to retail investors, pooled investment vehicles, state or municipal government entities and corporations. Out of its 344 customers, Btg Pactual Asset Management Us , LLC's largest client type by number of accounts is corporations. About 90% of the company's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 22.81%
- Corporations - 77.19%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Btg Pactual Asset Management Us , LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Btg Pactual Asset Management Us , LLC
New York, NY
Miami, FL
New York, NY
Miami, FL
Miami, FL
Miami, FL
New York, NY
New York, NY
Miami, FL
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