Founded in 2014, NYC-based BTA Investment Advisors, LLC (“BTA” ) is a multi-asset Investment Manager employing carefully diligenced active Emerging Managers, often originating from foreign jurisdictions as sub-advisors. Each must have between $ 500m and $ 3bn AUM, proprietary investment philosophies and over 10 yr superior performance track record to qualify.
Under USD-denominated proprietary mandates, BTA pacakes each strategy either as co-mingled 3c7 private funds or (multi-beneficiary) managed accounts, with support for US taxable and Tax-exempt investors.
Its mission is to serve the US investment community as a Recognized Portal for Emerging Managers, focusing on alpha-generating low-correlation products.
BTA Concorde Series:
Open-Ended Private Funds for Accredited Investors
In this series, BTA offers several Concorde Asset Management (“CAM”) proprietary alternative and (long-only) absolute return strategies, each averaging between $ 200m-$300m AUM in the EU, with proven track records between 5 and 16 years. Because of regulatory limitations, CAM’s funds are not investable directly by US or offshore investors. Instead, under a long-term exclusive strategic agreement, CAM is providing sub-advisory services for several BTA mandates, implemented as 3c7 private fund vehicles domiciled in the Cayman Islands available to both U.S. taxable and U.S. tax exempt or non-U.S. investors through separate feeder funds. Also, all BTA funds are custodied, administered and US-Gaap audited according to U.S. best practices by US service providers. Separate Managed Accounts (SMA) are also available for institutions with multiple underlying beneficiaries.
Current BTA funds include:
– BTA Concorde Pi Alternative Investment Fund – a discretionary global macro-fund. (6+yrs track record) (*)
Top Ten BarclayHedge Fund Award recipient in March’2017 (actually #6 among 126 Macro Funds).
– BTA Concorde Columbus Global Opportunity Fund- a global, multi-asset, multi-strategy fund with a value-oriented long-biased Central Eastern European (“CEE”) Equity fund (7yrs track record) (*)
Top Ten BarclayHedge Fund Award recipient in May’2017 (#7 among 70 Multi-Strategy Funds).
– BTA Concorde CEE Equity Long-Only Fund (16 yr track record) to be launched in 2H’2017 (*)
Note: BTA funds are listed by services like Albourne Partners, BarclayHedge, Eureka Hedge, eVestment, Hedge Fund Intelligence, Hedge Act, HedgeCo.net, HFR, Mercer, Morningstar Hedge, Prequin.
Other Advisory & Managed Services
Custom U.S. advisory or Offshore Manager Diligence Mandates.
(*) Qualified seeders/allocators, please submit your questions by clicking here.