Overview
Assets Under Management: $25.6 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 128
Average Client Assets: $7 million
Frequently Asked Questions
BTG PACTUAL ASSET MANAGEMENT US , LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152538), BTG PACTUAL ASSET MANAGEMENT US , LLC is subject to fiduciary duty under federal law.
BTG PACTUAL ASSET MANAGEMENT US , LLC is headquartered in NEW YORK, NY.
BTG PACTUAL ASSET MANAGEMENT US , LLC serves 128 high-net-worth clients according to their SEC filing dated January 30, 2026. View client details ↓
According to their SEC Form ADV, BTG PACTUAL ASSET MANAGEMENT US , LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BTG PACTUAL ASSET MANAGEMENT US , LLC manages $25.6 billion in client assets according to their SEC filing dated January 30, 2026.
According to their SEC Form ADV, BTG PACTUAL ASSET MANAGEMENT US , LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 128
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 3.63
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 548
Discretionary Accounts: 512
Non-Discretionary Accounts: 36
Regulatory Filings
CRD Number: 152538
Filing ID: 2047577
Last Filing Date: 2026-01-30 11:48:12