DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Btg Pactual Asset Management US , LLC
Latest filing Mar 31, 2026
First filing on the tape Dec 19, 2011 · 67 filings
SEC status approved since Jan 19, 2010
RAUM
$30B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
3.8%
$1.1B individuals and HNW
Advisors
64
registered through the firm on IAPD
RAUM per advisor
$470M
derived; firm RAUM over IAPD count
Employees
180
108 advisory (5.B.1)
Offices
10
beyond the principal office
Private funds
35
reported on Schedule D
History
67 filings and snapshots on the tape
RAUM$30B as of Mar 31, 2026
Mar 9, 2012$115B then
HNW client RAUM$1.1B as of Mar 31, 2026
Mar 29, 2018$0 then
State-registered IARs (5.B.3)68 as of Mar 31, 2026
Mar 9, 20120 then
Employees (5.A)180 as of Mar 31, 2026
Mar 28, 201365 then
Private funds35 as of Mar 31, 2026
Mar 9, 20126 then
RAUM +17% over the last fiscal year+11% a year over threeIARs 66 to 68offices 8 to 10
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- RAUM per advisor
- $470MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 3derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $7.9MderivedHNW RAUM over HNW clients
- Average account
- $48.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 24%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.8derivedItem 5.A over advisors
- Advisors per office
- 5.8derived11 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +3.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +18%derived
- Compensation
- percentage of assets, fixed fees, performance-based, commissions, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 5.G
- Wrap fee program
- $95.4MreportedItem 5.I
- Custody
- $20B, 51 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Firms absorbed, 24 months
- 1derivedhalf or more of a firm's advisors moved here within 14 days
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- a related person acts as qualified custodian (9.D.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$20B67%
- Sovereign wealth funds$7.3B24%
- Corporations and businesses$1.7B5.6%
- High-net-worth individuals$1.1B3.6%
- Individuals$34.6M0.1%
- Individual clients
- 77reported
- HNW clients
- 139reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 621reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $20B for 51 clientsreported
- Compensation
- % of AUM, fixed, performance, commissionsreported
- Class basis
- private_client_share=0.04 fund_share=0.67 institutional_share=0.24 related_bd=true related_bank=true bd_reps=60.0derived
Advisors registered through the firm
65 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Ana Luiza D Sigaud | New York, Ny | Apr 28, 2022 | 28 y | 1 |
| Vinicius Martin Lopes | New York, Ny | Sep 1, 2022 | 25 y | 1 |
| Stephanie Escudeiro Cukier | New York, Ny | Oct 21, 2022 | 11 y | 0 |
| Bernardo Nascentes Penido | New York, Ny | Oct 21, 2022 | 10 y | 0 |
| Guilherme Caio Salgueiro | New York, Ny | Dec 5, 2022 | 12 y | 0 |
| Mariah Ruiz Saad | New York, Ny | Jan 13, 2023 | 10 y | 0 |
| Gabriel Morgado Meirelles Cardoso | Miami, Fl | Jan 13, 2023 | 14 y | 0 |
| Gabriel Nemeth | Miami, Fl | Jan 13, 2023 | 10 y | 0 |
| Philippe Kriz PakciarzChartered Financial Analyst | Miami, Fl | Jan 20, 2023 | 17 y | 0 |
| Maria Cristina VergaraChartered Financial Analyst | Miami, Fl | Jan 20, 2023 | 10 y | 0 |
| Isabella Schmitt Freyre | New York, Ny | Mar 3, 2023 | 10 y | 0 |
| Luiz Carlos Lopes Megna | New York, Ny | Mar 6, 2023 | 18 y | 0 |
| Eduardo Orta Sagres | Miami, Fl | Mar 13, 2023 | 11 y | 0 |
| Eduardo Rigon Loja | New York, Ny | Jun 8, 2023 | 21 y | 0 |
| Ricardo CostaChartered Financial Analyst | Miami, Fl | Sep 6, 2023 | 11 y | 0 |
| Rodrigo Rabello Motta | Miami, Fl | Sep 8, 2023 | 21 y | 2 |
| Danilo Balthazar FalconiChartered Financial Analyst | New York, Ny | Oct 26, 2023 | 11 y | 0 |
| Gustavo Fraga Abrunhosa | Miami, Fl | Dec 15, 2023 | 15 y | 0 |
| Matheus Afonso Sofia Da Silva | New York, Ny | Jan 25, 2024 | 13 y | 0 |
| Alberto Satoshi TaniChartered Financial Analyst | New York, Ny | Feb 12, 2024 | 12 y | 0 |
| Marcel Vieira | New York, Ny | Feb 15, 2024 | 9 y | 2 |
| Kenia Giordani Borges | New York, Ny | Feb 15, 2024 | 17 y | 5 |
| Fernando Torres Cintra | New York, Ny | Mar 1, 2024 | 10 y | 0 |
| Stefano Sarmento PintoChartered Financial Analyst | New York, Ny | Mar 7, 2024 | 12 y | 0 |
| Claudio De Moraes Selma | New York, Ny | Mar 7, 2024 | 13 y | 1 |
| Marcio Felipe De Almeida Batista | Miami, Fl | Apr 22, 2024 | 10 y | 2 |
| Thais Da Costa Ferreira | New York, Ny | May 10, 2024 | 13 y | 0 |
| Alfredo Jaramillo Armenta | Miami, Fl | May 16, 2024 | 13 y | 0 |
| David Gabriel Vita Saadi | Miami, Fl | Jun 4, 2024 | 11 y | 0 |
| Mauricio De Freitas Leite | New York, Ny | Jul 15, 2024 | 13 y | 0 |
| Sophia Bretthauer | New York, Ny | Jul 22, 2024 | 10 y | 0 |
| Renato Moritz Cavalcanti | Miami, Fl | Jul 30, 2024 | 11 y | 0 |
| Leticia Perez Pinheiro Chagas | New York, Ny | Sep 17, 2024 | 13 y | 0 |
| Maria Julia Seabra Almeida Magalhaes | Miami, Fl | Sep 18, 2024 | 10 y | 0 |
| Priscilla Almeida Do Nascimento | Miami, Fl | Sep 19, 2024 | 11 y | 0 |
| Marta Borges Cannis | New York, Ny | Sep 26, 2024 | 16 y | 0 |
| Daniel Romagnose Cordeiro Coccaro | New York, Ny | Oct 29, 2024 | 13 y | 0 |
| Guilherme Almendra Martins Goncalves | New York, Ny | Nov 4, 2024 | 10 y | 0 |
| Lucas Fonseca De Macedo | Miami, Fl | Nov 15, 2024 | 12 y | 0 |
| Cassio Pavini PaulucciChartered Financial Analyst | Miami, Fl | Nov 27, 2024 | 25 y | 3 |
Advisor movement
7 left, 6 joined in 12 months
net -1 in 12 months0 left in 90 days2 joined in 90 daysdeparture rate 11% of current headcount10 left over 36 months
Left, latest
- Nina Michelle Torres to Inter Advisors LLCMay 19, 2026 · Other
- Luis Felipe Thomaz Henriques Oliveira to Bradesco Global AdvisorsMay 6, 2026 · Other
- Renato Bersano Rizzatti to Insigneo Advisory Services, LLCJan 20, 2026 · Other
- Renato Bisconcini to Insigneo Advisory Services, LLCJan 20, 2026 · Other
- Roberta Fernandes to Bbva Global Wealth Advisors, Inc.Nov 3, 2025 · Other
- Yakov Zikvashvili to Range Advisory, LLCOct 3, 2025 · Other
- Daniel Mancia Nunes to Stonex Advisors Inc.Sep 25, 2025 · Other
- Camilo Januario Ferreira Gomes to Insigneo Advisory Services, LLCApr 30, 2025 · Other
- Francesco Vento to Morgan StanleySep 18, 2024 · Other
- Bryan P Bourre to Morgan StanleySep 18, 2024 · Other
Joined, latest
- Daniela Trindade Rocha from Morgan StanleySep 16, 2026 · Other
- Ronny Spiewak from Baluarte Capital USSep 4, 2026 · Other
- Liridon Fetahu from J.P. Morgan Securities LLCMar 23, 2026 · Other
- Maria P Mayer from Credicorp Capital Advisors LLCJan 26, 2026 · Other
- Maria Luiza Del Roio from Xp Advisory US, Inc.Jan 13, 2026 · Other
- Dagmara Katarzyna Frankowska from Creative Planning Institutional Advisors, LLCDec 9, 2025 · Other
- Consuelo Maria Palomo from Greytown AdvisorsMar 13, 2025 · Other
- Daniel Paganello from Greytown AdvisorsJan 30, 2025 · Other
- Karen Elizabeth Denti from Greytown AdvisorsJan 30, 2025 · Other
- Luis Antonio Samayoa from Greytown AdvisorsJan 30, 2025 · Other
- Joseph T Monagle from Greytown AdvisorsJan 30, 2025 · Other
- Daniel Gammerman from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 15, 2025 · Other
- Carlos Eduardo Duarte Ribeiro Filho from Morgan StanleyDec 4, 2024 · Other
- Marcello Correa from Greytown AdvisorsDec 2, 2024 · Other
- Cassio Pavini Paulucci from Citigroup Global Markets Inc.Nov 27, 2024 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Insigneo Advisory Services, LLCJan 20, 2026 · Kissimmee, Fl
- 6 joined from Greytown AdvisorsOct 24, 2024 · Miami, Fl · Firm absorbed
- 3 joined from UBS Financial Services Inc.Apr 12, 2022 · Coralgables, Fl
Private funds
51 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Btg Pactual Rates Master Fund Ltd | Hedge Fund | $10B | 523 | Dec 19, 2011 |
| Btg Pactual Global Rates Master Fund, LP | Hedge Fund | $5.8B | 2 | Dec 19, 2011 |
| Btg Pactual Absolute Return Master Fund, LP | Hedge Fund | $2.0B | 3 | Dec 19, 2011 |
| Btg Pactual Global Fund L.P.no longer reported | Hedge Fund | $1.3B | 1 | Mar 9, 2012 |
| Btg Pactual Global Partnership Investing Fund I LPno longer reported | Hedge Fund | $1.1B | 2 | Aug 24, 2015 |
| Btg Pactual Distressed Mortgage Master Fund, LPno longer reported | Hedge Fund | $1.1B | 40 | Dec 19, 2011 |
| Pinebridge Rates Fund, Ltdno longer reported | Hedge Fund | $779M | 1 | Mar 31, 2022 |
| Btg Pactual Open Ended Core U.S. Timberland Fund L.P.no longer reported | Private Equity Fund | $582M | 17 | Mar 31, 2017 |
| Project Longhorn Aggregator, L.P. | Private Equity Fund | $388M | 28 | Nov 26, 2024 |
| Btg Pactual Brazil Timberland Fund I, LP | Private Equity Fund | $339M | 13 | Mar 31, 2014 |
| Btg Pactual Strategic Capital Fund A, L.P. | Private Equity Fund | $233M | 41 | Mar 31, 2021 |
| Btg Pactual Pnw Fund III LLC | Private Equity Fund | $207M | 12 | Dec 16, 2021 |
| Btg Pactual Pnw Fund IV LLC | Private Equity Fund | $194M | 6 | Dec 16, 2021 |
| Aurora Midwest Industrial Holdings LP | Private Equity Fund | $158M | 134 | Dec 16, 2021 |
| Btf II-C, LP | Private Equity Fund | $136M | 1 | Feb 5, 2024 |
| Btf II-B, LP | Private Equity Fund | $136M | 2 | Feb 5, 2024 |
| Btf II, LP | Private Equity Fund | $135M | 2 | Aug 19, 2020 |
| Btf II-A, LP | Private Equity Fund | $132M | 3 | Feb 5, 2024 |
| Btg Pactual Global Equity Opportunities Master Fund LPno longer reported | Hedge Fund | $130M | 1 | May 31, 2012 |
| Reforestation Fund I, LP | Private Equity Fund | $122M | 4 | Mar 1, 2023 |
| Btg Pactual Consumer Asset Backed Investment Master Fund LP | Hedge Fund | $90.1M | 124 | Nov 23, 2020 |
| Btf II-C Co-Invest, LP | Private Equity Fund | $68.6M | 1 | Feb 5, 2024 |
| Project Kelly Co-Investors B, L.P. | Private Equity Fund | $53.1M | 2 | Mar 1, 2023 |
| Btf II-D Co-Invest, LP | Private Equity Fund | $52.8M | 1 | Oct 25, 2023 |
| Project Blazers Co-Investors, L.P. | Private Equity Fund | $44.6M | 8 | Oct 25, 2023 |
| Project Zenith Co-Investors LPno longer reported | Private Equity Fund | $44.5M | 3 | Feb 25, 2021 |
| Project Kelly Co-Investors A, L.P. | Private Equity Fund | $42.5M | 9 | Mar 1, 2023 |
| Tky Acquisition, LLCno longer reported | Private Equity Fund | $41.6M | 3 | Mar 31, 2014 |
| Btf II Co-Invest, LP | Private Equity Fund | $39.1M | 1 | Feb 5, 2024 |
| Btg Pactual U.S. Private Credit Investments L.P. | Other Private Fund | $18.8M | 2 | Mar 28, 2024 |
| Btg Pactual Strategic Capital Fund B, L.P. | Private Equity Fund | $12.4M | 27 | Mar 31, 2021 |
| Project Kelly Co-Investors C, L.P. | Private Equity Fund | $11.4M | 3 | Mar 1, 2023 |
| Gab Access Fund LP - Series 2 | Private Equity Fund | $9.4M | 16 | Mar 31, 2021 |
| Gab Access Fund LP - Series 5 | Private Equity Fund | $8.7M | 37 | Mar 31, 2021 |
| Gab Access Fund LP - Series 6 | Private Equity Fund | $5.7M | 28 | Nov 4, 2021 |
| Gab Access Fund LP - Series 3 | Private Equity Fund | $5.1M | 19 | Mar 31, 2021 |
| Gab Access Fund LP - Series 7 | Private Equity Fund | $4.2M | 27 | Mar 18, 2024 |
| Gab Access Fund LP - Series 4 | Private Equity Fund | $2.6M | 16 | Mar 31, 2021 |
| Gab Access Fund LP - Series 8 | Private Equity Fund | $2.2M | 22 | Dec 23, 2024 |
| Queen Street Fund Limitedno longer reported | Hedge Fund | $693,000 | 1 | Mar 31, 2014 |
Owners and control persons
Schedule A and B, latest filing
- Anilkumar Nandikesh Dixit · Chief Legal Officercontrolsince 09/2018 · owns less than 5%
- Joseph John Fath · Managing Partnercontrolsince 09/2008 · owns less than 5%
- Ann Sharon Ingram · Chief Compliance Officercontrolsince 02/2022 · owns less than 5%
- Gontow Alexis Maron · Chief Financial Officercontrolsince 05/2023 · owns less than 5%
- Glisson William Rose · Chief Operating Officercontrolsince 10/2018 · owns less than 5%
- Santos Andre Esteves · Shareholdercontrolsince 06/2009 · owns 25% to 50% of Btg Pactual G7 Holding S.A.
Entity owners
- Btg Pactual Ny Corporation · Managing Partnerdirect · owns 75% or more
- Banco Btg Pactual S.A. · Ownerindirect · owns 75% or more of Btg Pactual Holding Internacional S.A.
- Btg Pactual G7 Holding S.A. · Shareholderindirect · owns 25% to 50% of Btg Pactual Holding S.A.
- Btg Pactual Holding Financeira Ltda. · Ownerindirect · owns 50% to 75% of Banco Btg Pactual S.A.
- Btg Pactual Holding Internacional S.A. · Ownerindirect · owns 75% or more of Btg Pactual Uk Holdco Limited
- Btg Pactual Holding S.A. · Ownerindirect · owns 75% or more of Btg Pactual Holding Financeira Ltda.
- Btg Pactual Uk Holdco Limited · Ownerindirect · owns 75% or more of Btg Pactual Ny Corporation
Related persons
Schedule D 7.A
- Aurora Midwest Industrial Holdings Gp LLCpooled vehicle sponsorn
- Banco Btg Pactual S.A.broker-dealery
- Banco Btg Pactual S.A. - Cayman Branchcustodiann
- Br Florestais General Partner Ltd.pooled vehicle sponsorn
- Btf II Co-Invest General Partner, Ltdpooled vehicle sponsorn
- Btf II General Partner, Ltdpooled vehicle sponsorn
- Btf II-A Co-Invest General Partner, Ltdpooled vehicle sponsorn
- Btf II-D Co-Invest General Partner, Ltdpooled vehicle sponsorn
- Btg Pactual (Uk) Limitedinvestment advisern
- Btg Pactual Argentina S.A.U.broker-dealern
- Btg Pactual Asset Management S.A. Dtvminvestment adviserbankn
- Btg Pactual Casa De Bolsa S.A. De C.V.broker-dealern
- Btg Pactual Chile S.A. Administradora De Fondos De Invession De Capital Extranjeroinvestment advisern
- Btg Pactual Chile S.A. Administradora General De Fondosinvestment advisern
- Btg Pactual Chile S.A. Corredores De Bolsabroker-dealercustodiann
- Btg Pactual Consumer Asset Backed Investment Fund Gp Ltdpooled vehicle sponsorn
- Btg Pactual Corretora De Resseguros Ltda.broker-dealern
- Btg Pactual Corretora De Seguros Ltda.real estaten
- Btg Pactual Corretora De Titulos E Valores Mobiliarios S.A.broker-dealern
- Btg Pactual Europe S.A.investment advisern
- Btg Pactual Gestora De Fondos S.A. De C.V. S.O.F.Iinvestment advisern
- Btg Pactual Gestora De Investimentos Alternativos Ltda.investment advisern
- Btg Pactual Gestora De Recursos Ltdainvestment advisern
- Btg Pactual Global Rates Gp, Ltd.pooled vehicle sponsorn
- Btg Pactual Peru S.A. Sociedad Administradora De Fondosinvestment advisern
- Btg Pactual Peru S.A. Sociedad Agente De Bolsabroker-dealern
- Btg Pactual Portugal - Empresa De Investimento, S.A.investment advisern
- Btg Pactual Portugal - Empresa De Investimento, S.A. - Sucursal En Espa?Abroker-dealern
- Btg Pactual Private Credit Investments Gp, LLCpooled vehicle sponsorn
- Btg Pactual Prop Gp, Ltdpooled vehicle sponsorn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| New York, Ny · principal | 65 | 11 | 2 | ||
| Miami, Fl | 52 | 8 | 4 | ||
| Kissimmee, Fl | 0 | 0 | 1 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Miami, FL31 employees
- Stamford, CT6 employees
- Miami, FL5 employees
- West Palm Beach, FL4 employees
- Seattle, WA2 employees
- Atlanta, GA2 employees
- Missoula, MT1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 548 to 621Jan 30, 2026 to Mar 31, 2026
- Advisory employees · 94 to 108Jan 30, 2026 to Mar 31, 2026
- BD registered reps · 61 to 60Jan 30, 2026 to Mar 31, 2026
- Corporate clients · 304 to 343Jan 30, 2026 to Mar 31, 2026
- HNW clients · 128 to 139Jan 30, 2026 to Mar 31, 2026
- Individual clients · 55 to 77Jan 30, 2026 to Mar 31, 2026
- Pooled vehicle clients · 56 to 57Jan 30, 2026 to Mar 31, 2026
- Assets in custody · $16B to $20BJan 30, 2026 to Mar 31, 2026
- Employees · 176 to 180Jan 30, 2026 to Mar 31, 2026
- State-registered IARs · 66 to 68Jan 30, 2026 to Mar 31, 2026
- Other offices · 8 to 10Jan 30, 2026 to Mar 31, 2026
- Private funds · 37 to 35Jan 30, 2026 to Mar 31, 2026
- Discretionary RAUM · $25B to $30BJan 30, 2026 to Mar 31, 2026
- HNW RAUM · $929M to $1.1BJan 30, 2026 to Mar 31, 2026
- Individual RAUM · $23.4M to $34.6MJan 30, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $300M to $391MJan 30, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $17B to $20BJan 30, 2026 to Mar 31, 2026
- RAUM · $26B to $30BJan 30, 2026 to Mar 31, 2026
- Private funds · 36 to 37Sep 9, 2025 to Jan 30, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jun 23, 2025
- Private funds · 35 to 36Mar 28, 2025 to Jun 23, 2025
- Accounts · 338 to 548Dec 23, 2024 to Mar 28, 2025
- Advisory employees · 68 to 94Dec 23, 2024 to Mar 28, 2025
- Advisory activities · 3 to 5Dec 23, 2024 to Mar 28, 2025
- BD registered reps · 37 to 61Dec 23, 2024 to Mar 28, 2025
- Corporate clients · 236 to 304Dec 23, 2024 to Mar 28, 2025
- HNW clients · 12 to 128Dec 23, 2024 to Mar 28, 2025
- Individual clients · 50 to 55Dec 23, 2024 to Mar 28, 2025
- Pooled vehicle clients · 36 to 56Dec 23, 2024 to Mar 28, 2025
- Assets in custody · $21B to $16BDec 23, 2024 to Mar 28, 2025
- Employees · 121 to 176Dec 23, 2024 to Mar 28, 2025
- Financial planning clients · 0 to unsetDec 23, 2024 to Mar 28, 2025
- State-registered IARs · 35 to 66Dec 23, 2024 to Mar 28, 2025
- Private funds · 33 to 35Dec 23, 2024 to Mar 28, 2025
- Discretionary RAUM · $28B to $25BDec 23, 2024 to Mar 28, 2025
- HNW RAUM · $73.0M to $929MDec 23, 2024 to Mar 28, 2025
- Individual RAUM · $20.4M to $23.4MDec 23, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $234M to $300MDec 23, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $23B to $17BDec 23, 2024 to Mar 28, 2025
- RAUM · $28B to $26BDec 23, 2024 to Mar 28, 2025
Signals
29 dated events
- Daniela Trindade Rocha registered as an investment adviser representative at Btg Pactual Asset Management Us , LlcSep 16, 2026 · Advisor registered · fact
- Nina Michelle Torres left Btg Pactual Asset Management Us , Llc for Inter Advisors Llc (registered 2026-06-08)May 19, 2026 · Advisor changed firm · fact
- Luis Felipe Thomaz Henriques Oliveira left Btg Pactual Asset Management Us , Llc for Bradesco Global Advisors (registered 2026-05-27)May 6, 2026 · Advisor changed firm · fact
- Renato Bisconcini left Btg Pactual Asset Management Us , Llc for Insigneo Advisory Services, Llc (registered 2026-01-28)Jan 20, 2026 · Advisor changed firm · fact
- Renato Bersano Rizzatti left Btg Pactual Asset Management Us , Llc for Insigneo Advisory Services, Llc (registered 2026-01-28)Jan 20, 2026 · Advisor changed firm · fact
- 2 advisors left Btg Pactual Asset Management US , LLC (Kissimmee, FL) for Insigneo Advisory Services, LLC on the same dayJan 20, 2026 · Team lift-out · derived
- Roberta Fernandes left Btg Pactual Asset Management Us , Llc for Bbva Global Wealth Advisors, Inc. (registered 2025-12-10)Nov 3, 2025 · Advisor changed firm · fact
- Yakov Zikvashvili left Btg Pactual Asset Management Us , Llc for Range Advisory, Llc (registered 2025-11-16)Oct 3, 2025 · Advisor changed firm · fact
- Daniel Mancia Nunes left Btg Pactual Asset Management Us , Llc for Stonex Advisors Inc. (registered 2026-01-22)Sep 25, 2025 · Advisor changed firm · fact
- Camilo Januario Ferreira Gomes left Btg Pactual Asset Management Us , Llc for Insigneo Advisory Services, Llc (registered 2025-05-16)Apr 30, 2025 · Advisor changed firm · fact
- Btg Pactual Asset Management Us , Llc reported 66 state-registered advisory representatives, up from 35 (2024-12-23 to 2025-03-28)Mar 28, 2025 · Advisor headcount change · derived
- Greytown Advisors's advisors moved to Btg Pactual Asset Management US , LLC (Miami, FL): 5 of 6 registered, on the same dayOct 24, 2024 · Firm absorbed (people side) · derived
- Bryan P Bourre left Btg Pactual Asset Management Us , Llc for Morgan Stanley (registered 2024-10-18)Sep 18, 2024 · Advisor changed firm · fact
- Francesco Vento left Btg Pactual Asset Management Us , Llc for Morgan Stanley (registered 2024-10-18)Sep 18, 2024 · Advisor changed firm · fact
- Btg Pactual Asset Management Us , Llc reported 35 state-registered advisory representatives, up from 9 (2024-02-05 to 2024-03-28)Mar 28, 2024 · Advisor headcount change · derived
- Balls Roberto Sallouti (Shareholder) no longer on Schedule A of Btg Pactual Asset Management Us , Llc (listed 2024-02-05, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Gontow Alexis Maron (Chief Financial Officer) appeared on Schedule A of Btg Pactual Asset Management Us , LlcOct 25, 2023 · Control person joined · fact
- 4 advisors left UBS Financial Services Inc. (Coralgables, FL) for Btg Pactual Asset Management US , LLC on the same dayApr 12, 2022 · Team lift-out · derived
- Botelho Ramalho Mariana Cardoso (Chief Compliance Officer) no longer on Schedule A of Btg Pactual Asset Management Us , Llc (listed 2022-02-09, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Edward Richard Gruber (Chief Compliance Officer) no longer on Schedule A of Btg Pactual Asset Management Us , Llc (listed 2021-03-31, absent 2021-11-09)Nov 9, 2021 · Control person left · inference
- Botelho Ramalho Mariana Cardoso (Chief Compliance Officer) appeared on Schedule A of Btg Pactual Asset Management Us , LlcNov 9, 2021 · Control person joined · fact
- Btg Pactual Asset Management Us , Llc reported RAUM $18.3B, down 36% from $28.8B (2021-02-25 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Btg Pactual Asset Management Us , Llc reported RAUM $27.2B, up 131% from $11.8B (2019-02-22 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- William Brian Reed (Director) no longer on Schedule A of Btg Pactual Asset Management Us , Llc (listed 2019-02-22, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- M Jill Wallach (Director) no longer on Schedule A of Btg Pactual Asset Management Us , Llc (listed 2019-02-22, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Glisson William Rose (Chief Operating Officer) appeared on Schedule A of Btg Pactual Asset Management Us , LlcMar 29, 2019 · Control person joined · fact
- Anilkumar Nandikesh Dixit (Chief Legal Officer) appeared on Schedule A of Btg Pactual Asset Management Us , LlcMar 29, 2019 · Control person joined · fact
- Btg Pactual Asset Management Us , Llc reported RAUM $11.8B, up 188% from $4.1B (2017-09-19 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- Btg Pactual Us Asset Management Corp. reported succeeding to the business of Another Adviser (Form ADV Item 4)Dec 19, 2011 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
- BTG Pactual Asset Management US , LLC · Independent Sponsorsshared crd · capital_provider
- BTG Pactual Asset Management US , LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/btgpactualreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/btg-pactual-global-alternativesreportedpublic record, Form ADV, Sep 17, 2026
- Website
- btgpactual.usreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 212-293-4600reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $470Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026