Itau USA Asset Management is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 30, 2026, reports $9.3B in regulatory assets under management, 26 employees, 3 offices, and 65 accounts.
Assets Under Management
$9.3B
Employees
26
Offices
3 offices
Total Clients
63
Primary office
NEW YORK, NY
599 LEXINGTON AVE, 34TH FLOOR, NEW YORK, NY, United States
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 74.6% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
74.6%
47
2
HNWI
25.4%
16
Categories with <5 clients
Sovereign wealth funds and foreign official institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9.3Bas of March 30, 2026
Discretionary100.0%
$9.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$9.3B
Total Accounts65
10Y AUM Change+$7.3B (+364.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee2:1
10Y Employee Change+7 (+36.8%)
* 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.