Carlos Filho
Carlos Filho is a registered investment advisor at Btg Pactual Asset Management US , LLC, based in New York, NY, 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
601 Lexington Avenue, 57th Floor, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carlos is an investor and officer for CCMT Holdings LLC, a real estate company, since February 2021, dedicating minimal time outside of business hours. He is also an Investment Advisor of BTG Pactual Asset Management US LLC since December 2024, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Btg Pactual Asset Management US , LLC
Btg Pactual US Capital, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Safra Securities LLCBroker
State Registrations49 states
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