Kenia Borges
Kenia Borges is a registered investment advisor at Btg Pactual Asset Management US , LLC, based in New York, NY, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 543 clients with $26B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BTG Pactual offers customized investment advisory solutions, and fees are negotiable based on the types of assets, complexity, size of the portfolio, and services provided. Fees can be calculated and billed monthly or quarterly, payable in advance or arrears. The advisory fee is subject to a minimum monthly fee at BTG's discretion. BTG may also charge fixed fees for specific projects.
Location
601 Lexington Avenue, 57th Floor, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kenia works as a contractor for Instacart, providing labor/service, dedicating minimal time outside of business hours. She also works as an Investment Advisor of BTG Pactual Asset Management US LLC, dedicating minimal time to this role.
Employment History
Current Registrations
Btg Pactual Asset Management US , LLC
Btg Pactual US Capital, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan StanleyBroker
Morgan Stanley
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Safra Securities LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wachovia Securities, LLCBroker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations14 states
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