Firm profile

BTG PACTUAL ASSET MANAGEMENT US , LLC

NEW YORK, NYCRD 152538Latest ADV March 31, 2026

Btg Pactual Asset Management US , LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $30.1B in regulatory assets under management, 180 employees, 10 offices, and 621 accounts.

Assets Under Management
$30.1B
Employees
180
Offices
10 offices
Total Clients
616
Primary office
NEW YORK, NY
601 LEXINGTON AVENUE, 57TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCODagmara K. Frankowska
CFOAlexis G. Maron
COOWilliam G. Rose

Advisory services offered

5 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

5 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentCorporations represent 55.7% of total clients.
Top client categories% of clientsClients
1
Corporations
55.7%
343
2
HNWI
22.6%
139
3
Individuals
12.5%
77
4
Pooled Investment Vehicles
9.3%
57
Categories with <5 clients
Pension and profit sharing plans<5 clients
Sovereign wealth funds and foreign official institutions<5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$30.1Bas of March 31, 2026
Discretionary98.7%
$29.7B
99% of total RAUM98.7%
Non-discretionary1.3%
$391M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$30.1B
Total Accounts621
10Y AUM Change+$26.4B (+720.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees180
Clients per Employee3:1
10Y Employee Change+91 (+102.2%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.