Btg Asset Management Corp. (New York)

Btg Asset Management Corp. is a large advisory firm based in New York. It manages $570 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of New York.

Btg Asset Management Corp provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Btg Asset Management Corp: assets under management

The assets under management (AUM) of Btg Asset Management Corp. is $570 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $570 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $190 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Btg Asset Management Corp. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Btg Asset Management Corp.

Simeon Michael Schwartz has been acting as President since 1 Sep 2008. Anhad Sachdev joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Btg Pactual Global Asset Management Ltd.	Shareholder	1 Sep 2008	75% - 100%	foreign entity
Simeon Michael Schwartz	Director	1 Sep 2008	Other	1280615
John Joseph Fath	Director	1 Sep 2008	Other	1826000
Anhad Sachdev	Chief compliance officer	1 Jan 2010	Other	2486629

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Btg Investments Lp	Shareholder	1 Oct 2008	75% - 100%	foreign entity
Btg Gp Management Limited	General partner	1 Oct 2008	Other	foreign entity
Andre Santos Esteves	Shareholder	1 Dec 2008	50% - 75%	4676353
Ltd. Btg Partnerco	Shareholder	1 Dec 2008	25% - 50%	foreign entity

Based in New York

The principal office where Btg Asset Management Corp. performs its advisory services is located at 601 Lexington Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-293-4618 or by fax 212-293-4609. The normal business hours are 9 am - 5 pm on Monday - Friday.