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J. SAFRA ASSET MANAGEMENT CORPORATION
CRD 131243 · SEC 801-63032
546 FIFTH AVENUE, NEW YORK CITY, NY, 10036, United States
Phone
212-704-5553
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.26B
Discretionary AUM
$6.16B
Team
22 total employees; 13 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; % OF ASSETS UNDER CONSULTATION
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersINVESTMENT CONSULTING TO INVESTMENT MANAGERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 295 | $150.9M |
| High net worth individuals | 3079 | $5.58B |
| Pooled investment vehicles | 6 | $243.6M |
| Insurance companies | 1 | $44.7M |
| Corporations/business entities | 62 | $241.9M |
States served
CA, CO, DE, MA, NJ, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD