Overview
Assets Under Management: $914 million
High-Net-Worth Clients: 32
Average Client Assets: $23 million
Frequently Asked Questions
J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD 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 #292433), J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD is subject to fiduciary duty under federal law.
J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD serves 32 high-net-worth clients according to their SEC filing dated August 27, 2025. View client details ↓
According to their SEC Form ADV, J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD offers portfolio management for individuals. View all service details ↓
J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD manages $914 million in client assets according to their SEC filing dated August 27, 2025.
According to their SEC Form ADV, J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.75
Average High-Net-Worth Client Assets: $23 million
Total Client Accounts: 206
Discretionary Accounts: 106
Non-Discretionary Accounts: 100
Regulatory Filings
CRD Number: 292433
Filing ID: 2012211
Last Filing Date: 2025-08-27 09:30:00
Website: https://jsafrasarasin.com