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ITAU USA ASSET MANAGEMENT INC.

Advisory

N·NEW YORK, NY

Data as of Jan 28, 2026 · Source: SEC Form ADV

Total AUM
$6.7B
1-Year AUM Growth
0.0%
3-Year CAGR
+2.9%
Employees
15
Assets Under Management
Total AUM$6.7B
Discretionary AUM$6.7B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients50
Team
Total Employees15
Investment Advisers31
Employee Growth (1Y)-57.9%
Filing History
Total Filings on Record33
First FilingMay 13, 2011
Latest FilingJan 28, 2026
🔒 Full AUM trend chart and 33 historical filings spanning 15+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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