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J. Safra Asset Management Corporation

EST. AUM
$6,257,449,885

CONTACTS
21

CLIENT ACCOUNTS
3,440

Firm Details

Metro area New York City
CRD Number 131243
Website jsinvestments.com
Client types

Overview

J. Safra Asset Management Corporation is an SEC-registered investment adviser headquartered in New York, operating as part of the global J. Safra financial group. The firm manages approximately $4.6 billion in regulatory assets under management, serving high-net-worth individuals, institutions, corporations, insurance companies, and pooled investment vehicles. It provides discretionary and non-discretionary portfolio management, separately managed accounts, private fund management, and investment consulting services. The firm maintains affiliated custodial relationships with Safra National Bank of New York and Safra Securities LLC. Its client base is significantly international, with a substantial portion of assets attributable to non-U.S. persons.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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