Ricardo Costa

BTG PACTUAL ASSET MANAGEMENT US

Miami, FL 33131

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CRD#: 7724389

Professional summary

Ricardo Costa, who also goes by Ricardo P F Costa, Ricardo Ponteli Fernandes Costa, Ricardo Ponteli Fernandes Costa, is a registered financial advisor currently at BTG PACTUAL ASSET MANAGEMENT US , LLC located in Miami, Florida.

Ricardo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Ricardo has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ricardo P F Costa | Ricardo Ponteli Fernandes Costa | Ricardo Ponteli Fernandes Costa

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ricardo Costa's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 6, 2023 - Present

BTG PACTUAL ASSET MANAGEMENT US , LLC

Office #1: 200 S. Biscayne Blvd Suite 2200, Miami, FL 33131

RIA

CRD#: 152538

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".

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.

Highlighted states indicate IAR registrations

IAR

Florida
(9/6/2023)

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.

Exams

Current Firm

BTG PACTUAL ASSET MANAGEMENT US , LLC

CRD#: 152538 / SEC#: 801-71004

RIA

Registered Investment Advisory firm - (1/19/2010 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BTG PACTUAL ASSET MANAGEMENT US, LLC - WRAP FEE PROGRAM BROCHURE (9/9/2025)

BTG PACTUAL ASSET MANAGEMENT US, LLC - FORM ADV PART 2A (8/7/2025)

Regulatory assets under management

Total Number of Accounts	548
AUM (Assets Under Management)	$ 25,628,617,941

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ricardo Costa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ricardo Costa's CRS (Customer Relationship Summary).

Certified licenses

Experience

BTG PACTUAL ASSET MANAGEMENT US , LLC

Primary Firm SEC Registration

BTG PACTUAL ASSET MANAGEMENT US , LLC

State Registrations and Notice Filings

Exams

Current Firm

BTG PACTUAL ASSET MANAGEMENT US , LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BTG PACTUAL ASSET MANAGEMENT US , LLC

TRUST BUT VERIFY

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