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Building 2BTG PACTUAL ASSET MANAGEMENT US , LLC

Map pinNEW YORK, NY
Phone212-293-4600
NotebookSEC #801-71004
Total AUM
$30.1B
Employees
180
Clients
619

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
601 LEXINGTON AVENUE
57TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
212-293-4600
Other Offices
10

ReceiptFinancials

Total AUM
$30.1B
Accounts
621
Discretionary
$29.7B
Accounts
563
Non-Discretionary
$390.5M
Accounts
58

ContactClients

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Individual Clients
77
AUM
$34.6M
HNW Individual Clients
139
AUM
$1.1B
Pooled Vehicle Clients
57
AUM
$20B
Pension/Profit Sharing Plan Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$7.3B
Corporation or Business Clients
343
AUM
$1.7B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CONSULTING FOR FINANCIAL INSTITUTIONS
Compensation Types
Charges CommissionCharges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ANNUAL FIXED ADVISORY RETAINER FOR INSTITUTIONAL ADVISORY WORK

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 70 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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