Launched in 2014 in NYC, BTA Investment Advisors, LLC (“BTA” ) is a multi-manager sponsor and fiduciary specializing in active alternative strategies by mostly foreign Emerging Managers.. Partner asset managers must have between $ 500m and $ 3bn AUM firmwide and over 10 yr consistent alpha-generation track record to be considered.
As main sponsor, BTA supervises its managers on an on-going basis for risk and style drifts, with a mission to deliver over 3-5 years consistent alpha, low-correlation and low-volatility in its asset pools.
For maximum client peace of mind, BTA’s funds are domiciled in either the US or Cayman Islands, while being custodied in the US and supported according to US. best practices by US service providers, including legal and compliance, fund administration and US-Gaap auditing.
For maximum convenience, clients have a choice between co-mingled 3c7 private fund vehicles and multi-beneficiary institutional managed accounts, with either on-shore or off-shore domiciles. Several unit or share classes are also implemented.
Finally, as a fiduciary, BTA deeply cares that its client have an appropriate understanding of the benefits of each strategy before committing to any of them.
Other Advisory & Managed Services
Custom U.S. advisory or Offshore Manager Diligence Mandates.