J. SAFRA ASSET MANAGEMENT CORPORATION
Firm details
- Headquarters
- New York, New York
- CRD number
- 131243
- Registered since
- April 15, 2004
- Website
- www.jsinvestments.com
- Custodians
- THE BANK OF NEW YORK MELLON, SAFRA SECURITIES LLC, FIDELITY DISTRIBUTORS COMPANY LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI89.11%
- Pooled Investment Vehicles3.89%
- Corporations / Businesses3.87%
- Individuals2.41%
- Insurance Companies0.72%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
J. Safra Asset Management Corporation is a corporate investment adviser and insurance broker-dealer that manages capital for both individuals/families and institutional clients. The firm, SEC-registered since 2004, offers a mix of portfolio management and financial planning services across retail and pooled vehicles, and also performs selection-of-other-advisers duties. Its fee arrangements include percentage-of-AUM and fixed-fee models, and it acts as a capital allocator rather than solely a discretionary subadvisor. Industry affiliations extend into banking, trust, and insurance channels, and the firm sponsors and manages pooled investment vehicles in addition to broker-dealer activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities46%
- Private Funds33%
- Investment Grade Corp Bonds6%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents4%
Owners & executives
3 of 4Fernanda Araujo
Chief Compliance OfficerCRD 5307300
SIMONI MORATO
CEOCRD 5568481
PARIN TOLIA
Chief Investment OfficerCRD 3237719
Contacts
3 of 13ADRIANO VIEIRA
Vice PresidentCRD 6412363
Leonardo Leta Furtado
AVPCRD 8138061
Enzo Gorgulho Jordao Elia
AssociateCRD 7984785
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 105Active vs passive
$3B in ETFs
95%
$2.8B
4%
$159M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $216M | 374,328 | 7.19% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 546 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
KIMMERIDGE ENERGY MANAGEMENT COMPANY, LLC
RIANew York, NY
STELAC ADVISORY SERVICES LLC
RIANew York, NY
BRINLEY PARTNERS, LP
RIANew York, NY
LANDMARK MANAGEMENT, LLC
RIANew York, NY
WINSHORE CAPITAL PARTNERS LP
RIANew York, NY
MADISON INTERNATIONAL REALTY HOLDINGS, LLC
RIANew York, NY