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BTG PACTUAL ASSET MANAGEMENT US , LLC
CRD 152538File 801-71004
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$30.11B
Top 10% of cohort (national)
Discretionary AUM
$29.72B
Non-discretionary $390.5M
Clients
616
621 accounts
Employees
180
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 19, 2010
- Principal office
- 601 LEXINGTON AVENUE, 57TH FLOOR, NEW YORK, NY, 10022
- Phone
- 212-293-4600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $30.11B
- Discretionary AUM
- $29.72B
- Non-discretionary AUM
- $390.5M
- Discretionary accounts
- 563
- Non-discretionary accounts
- 58
- Total accounts
- 621
- AUM per client
- $48.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 343 | $1.67B |
| Non-U.S. persons | Fewer than 5 | $7.27B |
| High net worth individuals | 139 | $1.10B |
| Pooled investment vehicles | 57 | $20.03B |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 77 | $34.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Other (described) — ANNUAL FIXED ADVISORY RETAINER FOR INSTITUTIONAL ADVISORY WORK
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.