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ITAU USA ASSET MANAGEMENT
ITAU USA ASSET MANAGEMENT INC.
CRD 156313 · SEC 801-72400
599 LEXINGTON AVE, 34TH FLOOR, NEW YORK, NY, 10022, United States
Phone
212-845-0600
Fax
212-888-9342
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.27B
Discretionary AUM
$9.27B
Team
26 total employees; 14 advisory reps; 27 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees; PAYMENT OF INDIRECT AND DIRECT EXPENSES +ADMINISTRATIVE FEE
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 16 | $101.7M |
| Pooled investment vehicles | 47 | $7.46B |
All web addresses on file
Official SEC filing: View on IAPD