Overview
Assets Under Management: $4.6 billion
Headquarters: NEW YORK CITY, NY
High-Net-Worth Clients: 2,581
Average Client Assets: $2 million
Frequently Asked Questions
J. SAFRA ASSET MANAGEMENT CORPORATION 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 #131243), J. SAFRA ASSET MANAGEMENT CORPORATION is subject to fiduciary duty under federal law.
J. SAFRA ASSET MANAGEMENT CORPORATION is headquartered in NEW YORK CITY, NY.
J. SAFRA ASSET MANAGEMENT CORPORATION serves 2,581 high-net-worth clients according to their SEC filing dated June 05, 2025. View client details ↓
According to their SEC Form ADV, J. SAFRA ASSET MANAGEMENT CORPORATION offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
J. SAFRA ASSET MANAGEMENT CORPORATION manages $4.6 billion in client assets according to their SEC filing dated June 05, 2025.
According to their SEC Form ADV, J. SAFRA ASSET MANAGEMENT CORPORATION serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2,581
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.96
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,955
Discretionary Accounts: 2,943
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 131243
Filing ID: 1996065
Last Filing Date: 2025-06-05 13:23:00
Website: https://safra.com