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BTG PACTUAL ASSET MANAGEMENT US , LLC

NEW YORK, NY · CRD 152538 · IAPD ↗ · 212-293-4600

$30.11BRegulatory AUM
108Advisory reps
180Employees
18Clients
n/aPlanning clients
35Private funds
53States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — BTG PACTUAL ASSET MANAGEMENT US , LLC's Item 11 disclosure-reporting entries rose by 1 (1 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2026 — BTG PACTUAL ASSET MANAGEMENT US , LLC added office(s): 8 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
84
April 2026 — BTG PACTUAL ASSET MANAGEMENT US , LLC grew from 94 to 108 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
July 2025 — BTG PACTUAL ASSET MANAGEMENT US , LLC's Item 11 disclosure-reporting entries rose by 1 (1 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
85
April 2025 — BTG PACTUAL ASSET MANAGEMENT US , LLC grew from 68 to 94 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2024 — BTG PACTUAL ASSET MANAGEMENT US , LLC added office(s): 5 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
December 2024 — BTG PACTUAL ASSET MANAGEMENT US , LLC notice-filed in AK, AL, AR, AZ, CA, CO, DC, DE, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WI, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — BTG PACTUAL ASSET MANAGEMENT US , LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — BTG PACTUAL ASSET MANAGEMENT US , LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
85
April 2024 — BTG PACTUAL ASSET MANAGEMENT US , LLC grew from 32 to 68 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.