ITAU USA ASSET MANAGEMENT

Overview

Itau USA Asset Management operates as a corporate-registered investment adviser that concentrates on pooled vehicles and institutional portfolio mandates while also serving high-net-worth individuals and families. The firm is owned in part by a foreign entity and in part by individuals, and it has been SEC-registered since 2011. Investment activity centers on equity exposure delivered through liquid, exchange-traded instruments and pooled products, with the firm willing to deploy a mix of fee arrangements (percentage of AUM, fixed fees, and performance-based fees) depending on the mandate. Strategically, the adviser splits its work between active portfolio management for pooled investment vehicles and bespoke portfolio services for businesses and institutions. It is not identified as an active ESG investor. The firm’s structure supports both higher-liquidity public market strategies and allocations to less liquid, alternative managers when seeking uncorrelated return sources or specialized capabilities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices