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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 2024-03-22
NY RA APPROVED 2024-02-12
  • FL RA
    APPROVED
    Since 2024-03-22
  • NY RA
    APPROVED
    Since 2024-02-12

Branch Locations

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

200 S Biscayne Blvd 55Th Floor, Miami, FL 33131 • 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
Ubs Brazil São Paulo 12/2013 01/2018
Itau International Securities Nassau 02/2018 05/2019
Itau Internationa Securities Miami FL 05/2019 05/2023
Btg Pactual Us Capital Llc Miami FL 06/2023 Present
Btg Pactual Asset Management Us, Llc Miami FL 02/2024 Present
  • 12/2013 → 01/2018
    Ubs Brazil
    São Paulo
  • 02/2018 → 05/2019
    Itau International Securities
    Nassau
  • 05/2019 → 05/2023
    Itau Internationa Securities
    Miami, FL
  • 06/2023 → Present
    Btg Pactual Us Capital Llc
    Miami, FL
  • 02/2024 → Present
    Miami, FL
Other Businesses

I am currently employed as an Investment Advisor of BTG Pactual Asset Management US, LLC, which is located at 601 Lexington Avenue, 57th Floor, New York, N.Y. 10022 and working from 200 S Biscayne Blvd, 55th Floor, Miami, FL 33131. BTG Pactual Asset Management US, LLC, which is a SEC registered Investment Adviser and affiliate of BTG Pactual US Capital, LLC. My employment at BTG Pactual Asset Management US, LLC commenced in February 2024. Approximately 5% of my work time is devoted to my role as Investment Advisor of BTG Pactual Asset Management US, LLC.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-06-20
  • S63 Uniform Securities Agent State Law Examination
    2023-06-20
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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