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Sophia Bretthauer

BTG Pactual Asset Management US , LLC

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About Sophia Bretthauer

Sophia Bretthauer is an Investment Advisor at BTG Pactual Asset Management US, LLC. Sophia Bretthauer has been in the financial industry since May 2019, working for various firms including BTG Pactual US Capital LLC and BR Partners. Sophia Bretthauer is registered with the state of Florida and New York as an Investment Advisor Representative. BTG Pactual Asset Management US, LLC is a SEC Registered Investment Adviser and an affiliate of BTG Pactual US Capital, LLC. Sophia Bretthauer focuses on portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

Firm Information

Sophia Bretthauer 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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Sophia Bretthauer’s Registration & Firm History

NY

07/22/2024 - Present

BTG Pactual Asset Management US , LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/15/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/09/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/23/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sophia Bretthauer.
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