Overview
Assets Under Management: $9.3 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 16
Average Client Assets: $6.4 million
Frequently Asked Questions
ITAU USA ASSET MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #156313), ITAU USA ASSET MANAGEMENT is subject to fiduciary duty under federal law.
ITAU USA ASSET MANAGEMENT is headquartered in NEW YORK, NY.
ITAU USA ASSET MANAGEMENT serves 16 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, ITAU USA ASSET MANAGEMENT offers portfolio management for pooled investment vehicles and portfolio management for institutional clients. View all service details ↓
ITAU USA ASSET MANAGEMENT manages $9.3 billion in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, ITAU USA ASSET MANAGEMENT serves pooled investment vehicles and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.10%
Average Client Assets: $6.4 million
Total Client Accounts: 65
Discretionary Accounts: 65
Regulatory Filings
CRD Number: 156313
Filing ID: 2081245
Last Filing Date: 2026-03-30 18:27:40