Matheus Afonso Sofia Da Silva
Professional Summary
Matheus Afonso Sofia Da Silva 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. Matheus is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Matheus has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Years of Experience
5 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
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
Contact Information
Main Address
601 Lexington Avenue 57th Floor, New York, NY 10022Phone Number
(212) 293-4600# of Employees
180SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
621AUM (Assets Under Management)
$30,107,889,463Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
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
State Registrations and Notice Filings
(10/12/2023)
(5/3/2022)
(3/8/2023)
(11/17/2021)
(1/31/2024)
(5/3/2022)
(7/12/2022)
(4/28/2022)
(6/7/2023)
(1/25/2024)
(10/12/2023)
(4/26/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Matheus Afonso Sofia Da Silva's CRS (Customer Relationship Summary).
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