RC
CFA
RC
CFA

Ricardo Costa

3 Years of Experience
Miami, FL
May Earn Commission

Ricardo Costa is a CFA-designated registered investment advisor at Btg Pactual Asset Management US , LLC, based in Miami, FL, with 3 years of industry experience. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 616 clients with $30B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
66 advisors
Number of Clients
616 clients
Average Client Portfolio
$48.9M average
Assets Under Management
$30.1B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

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.

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Location

200 S. Biscayne Blvd, 55th Floor Suite 5500, Miami, FL, 33131

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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.

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Employment History
Current Registrations
Btg Pactual Asset Management US , LLC
September 2023 - Present · 3 yrs 1 mo
State Registrations3 states
ARFLTX
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.
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