Btg Pactual Us Capital, Llc
$48.5M reported client assets across 2 advisory firms in FY2023 annual amendments
Reported client assets over time
$26.2M
$64.4M
2021
2023
Same-firm comparison: 1 firms that reported Btg Pactual Us Capital, Llc in both FY2022 and FY2023 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Numa Americas Corp. | $26.2M | $230M | 11.4% | 03/05/2024 |
| Vizcaya Capital, Llc | $22.3M | $427M | 5.2% | 03/28/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.