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Daniel Romagnose Cordeiro Coccaro

Btg Pactual Asset Management Us , LLC

New York, NY

CRD 6192335

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Employer firm

Btg Pactual Asset Management Us , LLC CRD 152538

$30.1B regulatory AUM 18 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CONSULTING FOR FINANCIAL INSTITUTIONS

From the firm’s Form ADV. Read the guides:

Current Employers
Btg Pactual Asset Management Us , Llc

601 Lexington Avenue 57Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-11
NY RA APPROVED 2024-10-29
  • FL RA
    APPROVED
    Since 2024-11-11
  • NY RA
    APPROVED
    Since 2024-10-29

Branch Locations

601 Lexington Avenue 57Th Floor, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc New York NY 02/2013 02/2021
J.P. Morgan Chase Bank, Na New York NY 11/2016 02/2021
Btg Pactual Us Capital, Llc New York NY 03/2021 08/2022
Btg Pactual Us Capital, Llc Miami FL 08/2022 Present
Btg Pactual Asset Management Us Llc New York NY 10/2024 Present
  • 02/2013 → 02/2021
    J.P. Morgan Securities Llc
    New York, NY
  • 11/2016 → 02/2021
    J.P. Morgan Chase Bank, Na
    New York, NY
  • 03/2021 → 08/2022
    Btg Pactual Us Capital, Llc
    New York, NY
  • 08/2022 → Present
    Btg Pactual Us Capital, Llc
    Miami, FL
  • 10/2024 → Present
    New York, NY
Other Businesses

I am currently employed as the Investment Advisor of BTG Pactual Asset Management US, LLC, located at 601 Lexington avenue 57th floor, New York, NY 10022. BTG Pactual Asset Management US, LLC, is a SEC Registered Investment Adviser and an affiliate of BTG Pactual US Capital, LLC. My employment at BTG Pactual Asset Management US LLC commenced on October 2024. Approximately 5% of my work time is devoted to my role as the Investment Advisor of BTG Pactual Asset Management US.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-28
S63 Uniform Securities Agent State Law Examination 2013-06-26
  • S66 Uniform Combined State Law Examination
    2024-10-28
  • S63 Uniform Securities Agent State Law Examination
    2013-06-26
Other Names
  • Daniel Coccaro
  • Daniel Romagnose Cordeiro Coccaro
  • Daniel Romagnose C Coccaro

View on SEC IAPD

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