Btg Pactual Chile Servicios Financieros S.A. is a large advisory firm based in Santiago. It manages $90 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2015.
Btg Pactual Chile Servicios Financieros provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Btg Pactual Chile Servicios Financieros S.A. is $90 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Btg Pactual Chile Servicios Financieros S.A. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Juan Andres Camus has been acting as President since 1 May 1992. Juan Guillermo Vergara Aguero joined the executive team most recently as the Chairman.
The principal office where Btg Pactual Chile Servicios Financieros S.A. performs its advisory services is located at Avenida Costanera Sur 2730, Santiago, , which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 011-562-2587-5265 or by fax 011-562-2587-5001. The normal business hours are 9:00 am to 7:00 pm on Monday - Friday. You can find more information about the New York firm at btgpactual.com.