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J. Safra Sarasin Asset Management (North America) LTD
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J. Safra Sarasin Asset Management (North America) LTD Share
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Overview Share
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Geneva, Switzerland
$193.5 million AUM
1 office

J. Safra Sarasin Asset Management (North America) LTD is based in Geneva, Switzerland and has $193.5 million in assets under management.

Location
Rue De La Corraterie 4
Geneva, Switzerland 1204
$193.5 million
AUM
3
Employees
AUM Share
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$193,530,940
Assets under management
43 clients
Number of clients
Average investment size is $4,500,720
3% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 26 $52,047,459 27% $2,001,825
High net worth individuals 12 $141,483,481 73% $11,790,290
Employees Share
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3
Employees
1
Investment analysts
33% of total employees
AUM per employee Share
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$193,530,940
Assets under management
$64,510,313
AUM per employee
$193,530,940
AUM per investment analyst
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Compensation

J. Safra Sarasin Asset Management (North America) LTD makes money through the following ways:

  • Percentage of AUM
  • Wrap fee program
Services offered

J. Safra Sarasin Asset Management (North America) LTD provides the following services:

  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 292,433
SEC number 801-112502
Legal structure Corporation
Legal governance Switzerland
Latest ADV filing date March 30, 2020

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