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J. Safra Asset management Corporation

Updated today

Client AUM

$5,727,157,283

Clients

3,374

Advisors

9

across 3 offices

About

J. Safra Asset Management Corporation provides discretionary and non-discretionary portfolio management, managed-account strategies (UMAs and SMAs), fund investment management and institutional investment consulting to individuals, high‑net‑worth clients, corporations, private pooled vehicles and other U.S. and international institutions. The firm advises on a broad set of investments — equities, fixed income, exchange traded products, mutual funds and alternative assets — and offers both model-driven managed accounts and direct advisory services.

JSAM’s investment process combines fundamental, security‑level analysis with macroeconomic assessment and tactical positioning, and it routinely uses third‑party managers and model providers to implement strategies. The firm also serves as an investment manager and sponsor for private funds, including fund‑of‑one structures and other pooled vehicles, and provides research and consulting to affiliated institutions.

JSAM is affiliated with Safra National Bank of New York and Safra Securities LLC (and an affiliated insurance agency), and the brochure discloses that the bank is a primary custodian and a source of client referrals under written agreements while the broker‑dealer is used for execution. With roughly $6.26 billion in assets under management serving about 3,374 clients with nine listed advisors, the firm shows an unusually high client‑per‑advisor ratio and a notable international client presence versus peers, and the brochure does not describe standalone financial planning services.

Client services

Financial planning Portfolio management Selection of other advisers
Investment consulting to investment managers

Expertise

Private / alternative investments Active portfolio management Concentrated stock management

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for institutional investment consulting services; fees are negotiated and paid monthly in arrears; no published fee schedule.

Percentage

$0+: Up to 1.50% annually for advisory services other than fund investment management services (fees vary by amount of assets, strategy, and risk tolerance and are negotiable) $0+: Up to 1.75% annually for fund investment management services (fees vary and are negotiable)

Performance-based

Performance-based fees may be charged by private funds managed by JSAM affiliates as described in fund offering documents.

Other

Account minimum: $10,000,000 for discretionary and non-discretionary advisory services (minimums may be waived with senior management approval); $500,000 for UMA Asset Allocation managed accounts; $250,000 for UMA Single Strategy and SMAs (minimums may be waived with senior management approval)

Main office

See office

546 Fifth Avenue

New York City NY 10036

Advisors at this office

5

Most active in

California · Colorado · Delaware · Florida · Massachusetts · New Jersey · New York · Texas

Also doing business as

J. Safra Asset Management Corporation · Safra Asset Management Corporation

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Leonardo L

Series 63, Series 65

Aventura, FL

J. Safra Asset management Corporation

Leonardo Leta Furtado is a financial advisor at J. Safra Asset Management Corporation with Series 63 and Series 65 credentials. He joined the firm in 2024 and has prior experience at Safra National Bank. His background includes academic studies at The Pennsylvania State University and an extended period at The British School in Rio de Janeiro. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, private pooled investment vehicles, and institutions. The firm uses a combination of fundamental security analysis, manager due diligence, and macroeconomic assessment to manage discretionary and non-discretionary portfolios, with a focus on private funds and model strategies reviewed by an Investment Committee.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
user avatar

Noah H

CFA®, Series 63

New York City, NY

J. Safra Asset management Corporation

Noah Harris is a CFA® charterholder with seven years of industry experience. He currently works at J. Safra Asset Management Corporation and has previously been employed at Suntrust Advisory Services, Inc. Noah holds a Series 63 registration and is based in New York City. J. Safra Asset Management Corporation provides discretionary and non-discretionary portfolio management, managed-account strategies, and institutional investment consulting to individuals, high-net-worth clients, corporations, and other institutions. The firm employs a combination of fundamental security analysis, macroeconomic assessment, and tactical positioning, utilizing both third-party managers and direct advisory services.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
user avatar

Gabriel M

Series 66

New York City, NY

J. Safra Asset management Corporation

Gabriel Morato is a financial advisor at J. Safra Asset Management Corporation with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Morato has held various roles at Villanova University and Safra National Bank of New York. J. Safra Asset Management Corporation offers discretionary and non-discretionary portfolio management, managed-account strategies, fund investment management, and institutional consulting to individuals, high-net-worth clients, corporations, and international institutions. The firm’s investment process integrates fundamental security analysis with macroeconomic assessment and uses third-party managers and model providers to implement strategies.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
user avatar

Fernanda A

Series 66

Aventura, FL

J. Safra Asset management Corporation

Fernanda Araujo is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at J. Safra Asset Management Corporation since 2021 and previously held roles at Safra Securities LLC, Morgan Stanley, and Wells Fargo. Outside of her advisory and compliance duties, she is a silent partner owner of an online jewelry business. J. Safra Asset Management Corporation provides discretionary and non-discretionary portfolio management, managed-account strategies, and institutional consulting to a range of clients including high-net-worth individuals and corporations. The firm employs a combination of fundamental and macroeconomic analysis and uses third-party managers to implement its investment strategies.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
user avatar

Sion H

Series 65

New York City, NY

J. Safra Asset management Corporation

Sion Harari is a Series 65 credentialed advisor at J. Safra Asset Management Corporation with three years of industry experience. Before joining J. Safra, Harari spent time in academia and took two sabbaticals. J. Safra Asset Management Corporation offers discretionary and non-discretionary portfolio management and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs a combination of fundamental analysis, macroeconomic assessment, and tactical positioning, using both model-driven managed accounts and direct advisory services.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
user avatar

Michael R

CFP®, Series 63, Series 66

New York City, NY

J. Safra Asset management Corporation

Michael Ruzhansky is a CFP®-certified financial advisor at J. Safra Asset Management Corporation with 15 years of industry experience. His prior roles include positions at Citigroup, Mass Mutual Investors Services, AXA Advisors, and J. Safra Inc. He has also been involved with SkyTax Advisors, LLC and Zeiders Enterprises. J. Safra Asset Management Corporation provides discretionary and non-discretionary portfolio management, managed-account strategies, and institutional investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and international institutions. The firm’s investment approach integrates fundamental security analysis with macroeconomic assessment and tactical positioning, utilizing both in-house models and third-party managers.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
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Dov L

CFP®, Series 63, Series 65

Aventura, FL

J. Safra Asset management Corporation

Dov Lasry is a CFP® with 11 years of industry experience, currently serving as an advisor at J. Safra Asset Management Corporation since 2017. He previously worked at Hapoalim Securities USA from 2014 to 2017. J. Safra Asset Management Corporation is an SEC-registered investment adviser that provides portfolio management and investment consulting services to individuals, high-net-worth investors, corporations, and institutions. The firm combines fundamental security analysis and manager due diligence with a macroeconomic overlay, managing roughly $4.6 billion across diverse client types and investment strategies.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
user avatar

Joshua K

Series 65

New York City, NY

J. Safra Asset management Corporation

Joshua Kang is a financial advisor at J. Safra Asset Management Corporation with a Series 65 designation and one year of industry experience. His prior work includes roles at Safra National Bank of New York and educational positions at Villanova University, Fair Lawn High School, and Thomas Jefferson Middle School. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, private funds, and institutional clients. The firm employs a fundamental and macroeconomic investment approach, managing portfolios through model strategies and an Investment Committee, with notable affiliations across multiple Safra entities.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
user avatar

Adriano V

Series 65

Aventura, FL

J. Safra Asset management Corporation

Adriano Vieira is a financial advisor at J. Safra Asset Management Corporation with 10 years of industry experience. He holds a Series 65 designation and has been with J. Safra since 2012. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, and institutional clients. The firm combines fundamental security analysis and manager due diligence with a macroeconomic overlay, managing approximately $4.6 billion across various client types through model portfolios and discretionary management.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
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