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BTG PACTUAL GROUP

Business and Investment Profile

The BTG PACTUAL GROUP is a privately held investment adviser that advises $164.17Bn in regulatory assets under management held in 4 SEC fund types across 11 investment strategies. BTG PACTUAL GROUP is a Public/Private Fund Assets increased by 234.33% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 24.78 years and is comprised of 4 filing and 1 relying advisers. They operate out of 14 office locations with their Headquarters at 601 LEXINGTON AVENUE 57TH FLOOR, NEW YORK, NEW YORK. The Group has been subject to regulatory enforcement actions. They are regulated by 23 US and Non-US bodies.

Employee Profile

They have 187 employees comprised of 111 investment and 76 non-investment staff. The total number of Employees increased by 120% over the last 5-years.

Asset Profile

Their $164.17Bn in assets advised are owned by 368 private funds, 2,032 public funds and BDCs and 343 other accounts. Assets of Investment Companies (IC) clients own $114.9Bn or 69.99% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $39.19Bn or 23.87% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include FI/Credit - Diverse, Multi Strat and Long/Short Equity, representing 42.81%, 25.88% and 13.89% of total assets, respectively.

Client Profile

They advise 5 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 19 Fund Administrators, 6 Fund Auditors, 5 Prime Brokers, 21 Custodians and 26 Marketers. It does not report a third-party Fund Administrator in 1,997 private funds with $128.49Bn in assets.

Fee Profile

The Group discloses advisory fees, fixed fees, management fees and performance-based fees.

Sub-Advisers

BTG PACTUAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: BTG PACTUAL GROUP

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