NEW YORK CITY, NYCRD 131243Latest ADV March 31, 2026
J. Safra Asset Management Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in New York City, NY.
Assets Under Management
$6.3B
Employees
22
Offices
2 offices
Total Clients
3,443
Primary office
NEW YORK CITY, NY
546 FIFTH AVENUE, NEW YORK CITY, NY, United States
Top client segmentHNWI represent 89.4% of total clients.
Top client categories% of clientsClients
1
HNWI
89.4%
3,079
2
Individuals
8.6%
295
3
Corporations
1.8%
62
4
Pooled Investment Vehicles
0.2%
6
Additional categories (<0.1%)
Insurance Cos.<5 clients
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.3Bas of March 31, 2026
Discretionary98.5%
$6.2B
98% of total RAUM98.5%
Non-discretionary1.5%
$96M
2% of total RAUM1.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$6.3B
Total Accounts3,440
10Y AUM Change+$5.2B (+503.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee157:1
10Y Employee Change+10 (+83.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.