BTG PACTUAL ASSET MANAGEMENT US , LLC

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UUID18d7f0c3-27ee-59c8-833b-cbfa2721a2db

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:51

Updated2025-10-23 02:24:35

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	152538	152538	—	1.0
cik	0001569579	1569579	—	—
lei	549300H3WT9MK7RPEQ5	549300H3WT9MK7RPEQ5	—	—
sec_file_number	801-71004	801-71004	—	—

Profile

WebsiteHTTPS://WWW.FACEBOOK.COM/BTGPACTUAL/

HQ CityNEW YORK

HQ StateNY

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)25,628,617,941.0
RAUM (discretionary)25,328,501,892.0
Actionable assets25,602,998,612.0
Accounts548.0

Institutional Clients

Government AUM0.0
Pension AUM0.0
Charitable AUM0.0
HNW AUM929,097,608.0

As of 2025-06-23 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
BANCO BTG PACTUAL S.A.	OWNER	OFFICER	—	{"filing_id": "2015124", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BTG PACTUAL G7 HOLDING S.A.	SHAREHOLDER	OFFICER	—	{"filing_id": "2015124", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BTG PACTUAL HOLDING FINANCEIRA LTDA.	OWNER	OFFICER	—	{"filing_id": "2015124", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BTG PACTUAL HOLDING INTERNACIONAL S.A.	OWNER	OFFICER	—	{"filing_id": "2015124", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BTG PACTUAL HOLDING S.A.	OWNER	OFFICER	—	{"filing_id": "2015124", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BTG PACTUAL NY CORPORATION	MANAGING PARTNER	OFFICER	—	{"filing_id": "2015124", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BTG PACTUAL UK HOLDCO LIMITED	OWNER	OFFICER	—	{"filing_id": "2015124", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CARDOSO, MARIANA, BOTELHO RAMALHO	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2015124", "owner_id": "6932456", "source": "adv_part1", "table": "Schedule_A_B"}
DIXIT, NANDIKESH, ANILKUMAR	CHIEF LEGAL OFFICER	OFFICER	—	{"filing_id": "2015124", "owner_id": "7090894", "source": "adv_part1", "table": "Schedule_A_B"}
ESTEVES, ANDRE, SANTOS	SHAREHOLDER	OFFICER	—	{"filing_id": "2015124", "owner_id": "6167710", "source": "adv_part1", "table": "Schedule_A_B"}
FATH, JOHN, JOSEPH	MANAGING PARTNER	OFFICER	—	{"filing_id": "2015124", "owner_id": "1826000", "source": "adv_part1", "table": "Schedule_A_B"}
MARON, ALEXIS, GONTOW	CHIEF FINANCIAL OFFICER	OFFICER	—	{"filing_id": "2015124", "owner_id": "6382123", "source": "adv_part1", "table": "Schedule_A_B"}
ROSE, WILLIAM, GLISSON	CHIEF OPERATING OFFICER	OFFICER	—	{"filing_id": "2015124", "owner_id": "2986553", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:35 • csv
```
{
  "date_submitted": "09/09/2025 03:57:02 PM",
  "filing_id": "2015124",
  "reg_type": "IA"
}
```