J. Safra Asset Management Corporation

RIASEC RegisteredEst. 2004

Total AUM

$6.3B

Discretionary

$6.2B

98% of AUM

Avg account

$1.8M

Accounts

3,440

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 131243
Registered since: April 15, 2004
Website: www.jsinvestments.com
Custodians: THE BANK OF NEW YORK MELLON, SAFRA SECURITIES LLC, FIDELITY DISTRIBUTORS COMPANY LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI89.11%
Pooled Investment Vehicles3.89%
Corporations / Businesses3.87%
Individuals2.41%
Insurance Companies0.72%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

J. Safra Asset Management Corporation is an SEC‑registered investment adviser (registration active since 2004) that serves both individual and family clients as well as institutional investors. The firm functions as a capital allocator and provides a range of advisory services including financial planning, discretionary portfolio management for individuals, pooled vehicles and institutions, and selection of external advisers. Its fee arrangements include percentages of AUM, fixed fees and other fee structures. The firm is not identified as an active ESG investor. In addition to advisory activity, the firm maintains relationships across the financial ecosystem—as a broker‑dealer affiliate, banking or trust counterparty, insurance company affiliate and sponsor/GP or managing member of pooled investment vehicles.