Btg Pactual Chile Servicios Financieros S.A. (Santiago)

Name: Btg Pactual Chile Servicios Financieros S.A.
Address: Avenida Costanera Sur 2730, Santiago
Telephone: 011-562-2587-5265

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.

Btg Pactual Chile Servicios Financieros: assets under management

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 firm manages $90 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $30 million each.

Fees & Commissions

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.

Careers at Btg Pactual Chile Servicios Financieros S.A.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jorge Diego Errazuriz	Managing director	1 Mar 1992	Other	4469256
Juan Andres Camus	Chairman	1 May 1992	Other	4469254
Veronica Montero	Chief compliance officer	1 Dec 2006	Other	4469258
Btg Pactual Chile Inversiones Limitada	Shareholder	1 Nov 2012	75% - 100%	foreign
Btg Pactual Chile S.A.	Shareholder	1 Aug 2015	75% - 100%	foreign
Juan Guillermo Vergara Aguero	Chairman	1 Nov 2016	Other	6776338

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Andre Santos Esteves	Shareholder	1 Jun 2009	50% - 75%	6167710
Andre Santos Esteves	Shareholder	1 Dec 2010	25% - 50%	6167710
Btg Pactual Holding Internacional S.A.	Shareholder	1 Sep 2012	75% - 100%	foreign
Btg Pactual Holding S.A.	Shareholder	1 Nov 2012	75% - 100%	foreign
Banco Btg Pactual S.A.	Shareholder	1 Nov 2012	75% - 100%	foreign
Btg Pactual Chile Spa	Shareholder	1 Nov 2012	75% - 100%	foreign
Btg Pactual Chile Inversiones Limitada	Shareholder	1 Sep 2013	75% - 100%	foreign
Btg Pactual G7 Holding S.A.	Shareholder	1 Dec 2015	75% - 100%	foreign

Based in Santiago

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.