RIA Intel›Advisers›New York›J. SAFRA ASSET MANAGEMENT CORPORATION

J. SAFRA ASSET MANAGEMENT CORPORATION

Advisory

N·NEW YORK CITY, NY

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$6.3B
1-Year AUM Growth
+25.1%
3-Year CAGR
+5.4%
Employees
13
Assets Under Management
Total AUM$6.3B
Discretionary AUM$6.2B
Non-Discretionary AUM$96M
Discretionary %98.5%
Total Clients2,955
Team
Total Employees13
Investment Advisers22
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record55
First FilingApr 7, 2004
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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