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Yakov Zikvashvili

BTG Pactual Asset Management US , LLC

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About Yakov Zikvashvili

Yakov Zikvashvili is an investment advisor representative at BTG Pactual Asset Management US, LLC. Yakov has been in the industry since October 2015, and holds a Series 63 and a Series 66 license. Yakov specializes in investment advisory services for individuals, businesses and pooled investment vehicles. Yakov’s employment with BTG Pactual Asset Management US, LLC began in October 2024.

Firm Information

Yakov Zikvashvili 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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Yakov Zikvashvili’s Registration & Firm History

NY

10/16/2024 - Present

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

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Yakov Zikvashvili.
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