Itau USA Asset Management

Overview

Itau USA Asset Management is a corporate, U.S.-registered investment adviser that appears to operate as a U.S. affiliate of foreign ownership alongside individual owners. The firm registered with the SEC in 2011 and serves a mix of high-net-worth individuals and families as well as institutional clients. Its advisory work includes portfolio management for pooled investment vehicles and for businesses or institutions, and it also lists CPO/CTA activity, indicating it can act as a commodity pool operator or commodity trading adviser. The firm uses a range of fee arrangements—percentage of AUM, fixed fees and performance-based fees—and reports affiliations across the financial sector, including broker-dealer relationships, connections to other investment advisers, and ties to banking or thrift institutions. It does not identify as an active ESG investor and is not flagged as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives