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J. Safra Asset Management Corporation
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Overview Share
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New York, New York
$1.9 billion AUM
2 offices

J. Safra Asset Management Corporation is based in New York, New York and has $1.9 billion in assets under management.

Location
546 Fifth Avenue
New York, NY 10036
$1.9 billion
AUM
16
Employees
AUM Share
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$1,902,160,028
Assets under management
1,502 clients
Number of clients
Average investment size is $1,266,418
93% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
High net worth individuals 717 $694,359,652 37% $968,424
Investment companies 712 $981,977,434 52% $1,379,182
Pooled investment vehicles 1 $4,500,000 0% $4,500,000
Other corporations or businesses 46 $221,322,942 12% $4,811,368
Employees Share
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16
Employees
7
Investment analysts
44% of total employees
AUM per employee Share
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$1,902,160,028
Assets under management
$118,885,002
AUM per employee
$271,737,147
AUM per investment analyst
About Share
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Compensation

J. Safra Asset Management Corporation makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
  • % of assets under consultation
Services offered

J. Safra Asset Management Corporation provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
Firm data Share
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CRD number 131,243
SEC number 801-63032
Legal structure Corporation
Legal governance Delaware, United States
Latest ADV filing date May 14, 2020

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