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Luis felipe Thomaz henriques

BTG Pactual Asset Management US , LLC

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About Luis felipe Thomaz henriques

Luis Felipe Thomaz Henriques is an Investment Advisor representative for BTG Pactual Asset Management US, LLC. Luis Felipe Thomaz Henriques has 9 years of experience in the securities industry. Luis Felipe Thomaz Henriques is registered with FINRA and has passed the Series 7, SIE, and Series 63 exams. Luis Felipe Thomaz Henriques is registered to offer securities in 49 states and 2 jurisdictions. Luis Felipe Thomaz Henriques has previously been employed by Citi Private Advisory, LLC, CITIGROUP GLOBAL MARKETS INC., HSBC Global Asset Management, Safra Asset Management, J.P. Morgan, Full-Time MBA At UCLA Anderson School of Management, Citibank NA, BTG Pactual US Capital, LLC, and BTG Pactual Asset Management US LLC. Luis Felipe Thomaz Henriques holds the designation of Chartered Financial Analyst.

Firm Information

Luis felipe Thomaz henriques is currently registered with BTG Pactual Asset Management US , LLC. BTG Pactual Asset Management US, LLC is an investment advisor registered with the SEC, headquartered in New York, NY. The firm provides portfolio management services to individuals, businesses, and pooled investment vehicles. They manage approximately $27.8 billion in assets.
BTG Pactual Asset Management US , LLC

601 LEXINGTON AVENUE

NEW YORK, NY 10022

$27.79B

Assets Under Management

6

Total Clients

43

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Luis felipe Thomaz henriques’s Registration & Firm History

FL

03/14/2024 - Present

BTG Pactual Asset Management US , LLC (Miami FL)

NY

10/24/2020 - 08/17/2021

CITI PRIVATE ADVISORY, LLC (New York NY)

NY

10/24/2020 - 08/17/2021

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/01/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/23/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/08/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Luis felipe Thomaz henriques.
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