Btg Pactual Asset Management Us , LLC is a large advisory firm based in New York. It manages $27.21 billion of regulatory assets for 91 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Alabama, Arkansas, Connecticut, and 4 other states.
Btg Pactual Asset Management Us provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Btg Pactual Asset Management Us , LLC is $27.21 billion. The firm's AUM has gone down by -76% since the beginning of its operation, and $25.18 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Btg Pactual Asset Management Us , LLC for their services and products based on a percentage of assets under management, commissions, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, charitable organizations, pooled investment vehicles, banking or thrift institutions, corporations or other businesses, and state or municipal government entities. The largest group of clients of John Patrick Gallagher is pooled investment vehicles with 22 clients and $25.81 billion of assets under management. Among the 6 most similar advisory firms, Btg Pactual Asset Management Us has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $27.21 billion for 91 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 75% of the firm’s clients are foreign persons or businesses.
Btg Pactual Asset Management Us also advises several private funds. Namely, five hedge funds and twelve private equity funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $10,000,000.
The company employs 74 people that are either part- or full-time employees. 34 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
John Patrick Gallagher has been acting as President since 1 Sep 2011. Marcelo Kalim joined the executive team most recently as the Shareholder.
The principal office where Btg Pactual Asset Management Us , LLC performs its advisory services is located at 601 Lexington Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Monticello, AR. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-293-4600 or by fax 212-293-4609. The normal business hours are 9 am - 5 pm on Monday - Friday.