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BTG PACTUAL ASSET MANAGEMENT US , LLC

CRD 152538 · SEC 801-71004

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601 LEXINGTON AVENUE, 57TH FLOOR, NEW YORK, NY, 10022, United States

Phone

212-293-4600

Fax

212-293-4609

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$30.11B

Discretionary AUM

$29.72B

Team

180 total employees; 108 advisory reps; 18 broker-dealer reps

Clients

Fees

Percentage of AUM; Fixed fees; Commissions; Performance-based fees; ANNUAL FIXED ADVISORY RETAINER FOR INSTITUTIONAL ADVISORY WORK

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersCONSULTING FOR FINANCIAL INSTITUTIONS

Client types

TypeClientsAUM
Individuals77$34.6M
High net worth individuals139$1.10B
Pooled investment vehicles57$20.03B
Corporations/business entities343$1.67B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD