Daniela Trindade Rocha
Financial advisor at Btg Pactual Asset Management US LLC · New York, NY
Last updated 2026-10-10
Claim your profileDaniela Trindade Rocha is a financial advisor at Btg Pactual Asset Management US LLC in New York, NY, CRD 6445315. Licenses and exams on the registration: Series 66. IAPD registration began 2017-10-02.
Registration
- CRD number
- 6445315
- Registration status
- Active
- IAPD registration
- 2017-10-02
- Industry Experience
- 9 years
- Work Experience
- 11 years
- States registered
- FL, NY
Licenses and exams
- Series 66
Work history
- 2015-01 to 2024-10 · Morgan Stanley · New York, NY
- 2024-11 to Present · Btg Pactual US Capital LLC · New York, NY
- 2026-09 to Present · Btg Pactual Asset Management US, LLC · New York, NY
Current employment
- Btg Pactual Asset Management US , LLC · New York, NY
Btg Pactual Asset Management US LLC
- Regulatory AUM
- $30,107,889,463
- Registered advisors
- 65
- Offices
- 18
- Clients per advisor
- 9.5 (Low)
- Average AUM per client
- $48.9M (Moderate)
- High-net-worth client ratio
- 22.6% (Moderate)
Btg Pactual Asset Management US LLC: advisors, services and reported ETF investments
About
Daniela Trindade Rocha is a financial advisor at Btg Pactual Asset Management US , LLC in New York, NY. Reported securities licenses include Series 66. The latest record indicates 9 years of industry experience and 11 years of reported work history. Reported roles include Btg Pactual US Capital LLC, Morgan Stanley.
SEC disclosures list additional business and community activities: 590933 - Club Pilates ; Investment Related - No ; Ramsey.
Btg Pactual Asset Management US LLC's firm-level Form ADV reports 65 advisors across 18 offices; approximately 9.5 clients per advisor, average assets per client of $48,876,444, and regulatory AUM of $30.1B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, Sovereign wealth funds and foreign official institutions, Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $555.8M across 78 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Daniela Trindade Rocha personally.
Reported ETF positions
Btg Pactual Asset Management reports 78 ETF positions worth $555.8M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $129.9M |
| IWF — iShares Russell 1000 Growth Fund | $87.1M |
| MGK — Vanguard Morningstar Mega Cap Growth ETF | $45.3M |
| MGV — Vanguard Morningstar Mega Cap Value ETF | $34.1M |
| VGK — Vanguard FTSEEuropean ETF | $26.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Btg Pactual Asset Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $1.7M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $129.9M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | TAFM — AB Tax-Aware Intermediate Municipal ETF | $403.3K | Top 99.9% | Residual alpha +0.74% · Residual Sharpe 0.17 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $347.2K | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Btg Pactual Asset Management US LLC on Form ADV.
Client services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Commissions
- Performance-Based Fees
- Other
Business and affiliations
- Commodity Pool Operator or Trading Advisor
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
601 Lexington Avenue, New York, NY 10022
65 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 212-293-4600
- Website: btgstratcap.com
Official record
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