Philippe Pakciarz
Philippe Pakciarz is a CFA-designated registered investment advisor at Btg Pactual Asset Management US , LLC, based in Miami, FL, with 15 years of industry experience. Philippe is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 616 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BTG Pactual Asset Management US, LLC charges management fees that vary based on account size, strategy, and fund structure. For private funds, management fees range up to 2% per year of assets under management. For wealth management and managed accounts, fees are typically negotiated on an individual basis and may include management and performance fees. Performance fees range up to 20% of increases in asset value over a target percentage rate. Clients may also incur custody, brokerage, execution, and third-party product expenses.
Location
200 S Biscayne Blvd. 54th Floor Suite 5400, Miami, FL, 33131
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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.
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Philippe works as an Investment Advisor for BTG Pactual Asset Management US, LLC since June 2022. Approximately 5% of his time is dedicated to this role.
Employment History
Current Registrations
Btg Pactual Asset Management US , LLC
Btg Pactual US Capital, LLCBroker
Previous Registrations
Blackrock Investments, LLCBroker
UBS Financial Services INC.Broker
Citigroup Global Markets INC.Broker
Barclays Capital INC.Broker
State Registrations49 states
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
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