Philippe Pakciarz
Philippe Pakciarz is a CFA-designated registered investment advisor at Btg Pactual Asset Management US , LLC, based in Miami, FL, with 14 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
200 S Biscayne Blvd. 54th Floor Suite 5400, Miami, FL, 33131
Get directionsHistory
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
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.