J. Safra Asset management Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Occupation focus
Fee options
Fixed fees for institutional investment consulting services; fees are negotiated and paid monthly in arrears; no published fee schedule.
$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 fees may be charged by private funds managed by JSAM affiliates as described in fund offering documents.
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 office546 Fifth Avenue
New York City NY 10036
Advisors at this office
5
Offices (3)
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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