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J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD
CRD 292433 · SEC 801-112502
RUE DE LA CORRATERIE 4, GENEVA, CA, 1204, Switzerland
Phone
+41583176400
Fax
+41583176410
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$931.9M
Discretionary AUM
$524.0M
Team
7 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; WRAP FEE PROGRAM
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 136 | $186.4M |
| High net worth individuals | 43 | $685.3M |
| Charitable organizations | 1 | $2.5M |
| Corporations/business entities | 45 | $57.8M |
States served
CA, GA, MD, MA, NV, NY, VA, WA, TX, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD