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Alberto Satoshi Tani

Investment adviser representative at Btg Pactual Asset Management US , LLC
13 yearsExperience
2 statesRegistered in
CFADesignation
$30.1BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Btg Pactual Asset Management US , LLCFeb 2024 to now
  2. Btg Pactual US Capital LLCJun 2023 to now
  3. Itau Internationa SecuritiesMay 2019 to May 2023
  4. Itau International SecuritiesFeb 2018 to May 2019
  5. UBS BrazilDec 2013 to Jan 2018

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023

State registrations

Registered as an investment adviser representative in 2 states (FL, NY).

Btg Pactual Asset Management US , LLC

$30.1BAssets managed
616Clients
65Advisers
16 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6906095
Firm CRD
152538
Advisor's SEC record (opens in a new tab)
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