EL
EL

Eduardo Loja

16 Years of Experience
New York, NY
May Earn Commission

Eduardo Loja is a registered investment advisor at Btg Pactual Asset Management US , LLC, based in New York, NY, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 543 clients with $26B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
543 clients
Average Client Portfolio
$47.2M average
Assets Under Management
$25.6B

Fee Structure

Minimum Investment:$250K

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.

Loading...

Location

601 Lexington Avenue, 57th Floor, New York, NY, 10022

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Btg Pactual Asset Management US , LLC
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2008 - December 2018 · 10 yrs 2 mos
J.P. Morgan Securities INC.Broker
July 2008 - October 2008 · 3 mos
Citigroup Global Markets INC.Broker
May 2007 - July 2008 · 1 yr 2 mos
Citicorp Investment ServicesBroker
November 2006 - May 2007 · 6 mos
UBS Securities LLCBroker
September 2005 - July 2006 · 10 mos
Citicorp Investment ServicesBroker
September 2004 - September 2005 · 1 yr
State Registrations2 states
FLNY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Eduardo Loja - Financial Advisor | TrueAdvisor