AT
Alberto S. Tani
BTG PACTUAL ASSET MANAGEMENT US
Miami, FL 33131
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CRD#: 6906095
AT
Professional summary
Alberto Satoshi Tani, CFA is a registered financial advisor currently at BTG PACTUAL ASSET MANAGEMENT US , LLC located in Miami, Florida and BTG PACTUAL US CAPITAL, LLC located in Miami, Florida.
Alberto is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Alberto has worked at 3 firms and has passed the Series 63, Series 3, SIE, Series 57, Series 7, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I am currently employed as an Investment Advisor of BTG Pactual Asset Management US, LLC, which is located at 601 Lexington Avenue, 57th Floor, New York, N.Y. 10022 and working from 200 S Biscayne Blvd, 55th Floor, Miami, FL 33131. BTG Pactual Asset Management US, LLC, which is a SEC registered Investment Adviser and affiliate of BTG Pactual US Capital, LLC. My employment at BTG Pactual Asset Management US, LLC commenced in February 2024. Approximately 5% of my work time is devoted to my role as Investment Advisor of BTG Pactual Asset Management US, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Alberto Satoshi Tani's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
February 12, 2024 - Present
BTG PACTUAL ASSET MANAGEMENT US , LLC
Office #1: 200 S Biscayne Blvd, Miami, FL 33131RIA
CRD#: 152538
Miami, FL
Current
June 1, 2023 - Present
BTG PACTUAL US CAPITAL, LLC
Office #1: 200 S Biscayne Blvd. 55th Floor Suite 5500, Miami, FL 33131BD
CRD#: 149486
Miami, FL
Past
March 14, 2018 - May 16, 2023
ITAU INTERNATIONAL SECURITIES INC.
BD
CRD#: 144769
MIAMI, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BP
BTG PACTUAL ASSET MANAGEMENT US , LLC
BTG ASSET MANAGEMENT CORP. | GREYTOWN ADVISORS | BTG PACTUAL US ASSET MANAGEMENT CORP. | BTG PACTUAL U.S. PRIVATE CREDIT INVESTMENTS | BTG PACTUAL TIMBERLAND INVESTMENT GROUP, LLC | BTG PACTUAL STRATEGIC CAPITAL | BTG PACTUAL GLOBAL ALTERNATIVES | BTG PACTUAL FAMILY OFFICE | BTG PACTUAL ASSET MANAGEMENT US, LLC | BTG PACTUAL ASSET MANAGEMENT US , LLC
CRD#: 152538 / SEC#: 801-71004
RIA
Registered Investment Advisory firm - (1/19/2010 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/21/2023)
RR
Alaska(6/21/2023)
RR
Arizona(6/21/2023)
RR
Arkansas(6/21/2023)
RR
California(6/21/2023)
RR
Colorado(6/21/2023)
RR
Connecticut(6/21/2023)
RR
Delaware(6/21/2023)
RR
District of Columbia(6/21/2023)
RR
Florida(6/1/2023)
IAR
Florida(3/22/2024)
RR
Georgia(6/21/2023)
RR
Hawaii(6/21/2023)
RR
Idaho(6/21/2023)
RR
Illinois(6/21/2023)
RR
Indiana(6/21/2023)
RR
Iowa(6/21/2023)
RR
Kansas(6/21/2023)
RR
Kentucky(6/21/2023)
RR
Louisiana(6/21/2023)
RR
Maine(6/21/2023)
RR
Maryland(6/21/2023)
RR
Massachusetts(6/21/2023)
RR
Michigan(6/21/2023)
RR
Mississippi(6/21/2023)
RR
Missouri(6/21/2023)
RR
Montana(6/21/2023)
RR
Nebraska(6/21/2023)
RR
Nevada(6/21/2023)
RR
New Hampshire(6/21/2023)
RR
New Jersey(6/21/2023)
RR
New York(6/21/2023)
IAR
New York(2/12/2024)
RR
North Carolina(6/21/2023)
RR
North Dakota(6/21/2023)
RR
Ohio(6/21/2023)
RR
Oklahoma(6/21/2023)
RR
Oregon(6/21/2023)
RR
Pennsylvania(6/21/2023)
RR
Puerto Rico(6/21/2023)
RR
Rhode Island(6/21/2023)
RR
South Carolina(6/21/2023)
RR
South Dakota(6/21/2023)
RR
Texas(6/21/2023)
RR
Utah(6/21/2023)
RR
Vermont(6/21/2023)
RR
Virgin Islands(6/21/2023)
RR
Washington(6/21/2023)
RR
West Virginia(6/21/2023)
RR
Wisconsin(6/21/2023)
RR
Wyoming(6/21/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BP
BTG PACTUAL ASSET MANAGEMENT US , LLC
BTG ASSET MANAGEMENT CORP. | GREYTOWN ADVISORS | BTG PACTUAL US ASSET MANAGEMENT CORP. | BTG PACTUAL U.S. PRIVATE CREDIT INVESTMENTS | BTG PACTUAL TIMBERLAND INVESTMENT GROUP, LLC | BTG PACTUAL STRATEGIC CAPITAL | BTG PACTUAL GLOBAL ALTERNATIVES | BTG PACTUAL FAMILY OFFICE | BTG PACTUAL ASSET MANAGEMENT US, LLC | BTG PACTUAL ASSET MANAGEMENT US , LLC
CRD#: 152538 / SEC#: 801-71004
RIA
Registered Investment Advisory firm - (1/19/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
601 Lexington Avenue 57th Floor, New York, NY 10022
Mailing Address
Phone number
(212) 293-4600
Established
Firm type
Fiscal year end
# of Employees
176
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 548 |
| AUM (Assets Under Management) | $ 25,628,617,941 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BTG PACTUAL ASSET MANAGEMENT US , LLC
CRD#: 152538Miami, FL 33131TRUST BUT VERIFY
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