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Caio Lima

1 Year of Experience
Miami, FL
Broker

Caio Lima is a registered investment advisor at Btg Pactual Asset Management US , LLC, based in Miami, FL, with 1 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.

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Location

200 South Biscayne Blvd, 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
December 2025 - Present · 5 mos
Btg Pactual US Capital, LLCBroker
May 2024 - Present · 2 yrs
State Registrations4 states
FLNYOHTX
AdvisorBrokerBoth

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.
Caio Lima - Financial Advisor | TrueAdvisor