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J Safra Sarasin Asset Management North America Ltd
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CRD # | 292433 |
SEC # | 801-112502 |
CIK # | |
AUM | $335.9 MM (2023-03-30) |
Employees | 4 (50% Investors, 0% Brokers) |
Phone | 41583176400 |
Address | Rue de La Corraterie 4 Geneva, Switzerland |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 78 | 53.5 |
(b) Individuals (high net worth individuals) | 38 | 279.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 1 | 2.5 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 121 | 335.9 |
By Discretionary | ||
Discretionary | 76 | 241.7 |
Non-Discretionary | 45 | 94.3 |
Total | 121 | 335.9 |
By Non-United States Persons | ||
Non-United States Persons | 78.6 | |
United States Persons | 257.4 | |
Total | 121 | 335.9 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Paradiem LLC
✚
|
LA | 0.3 |
Service Academy Capital Management LLC
✚
|
TX | 0.3 |
Mosaic Pacific Investment Advisors LLC
✚
|
HI | 0.3 |
Davis Investment Partners LLC
✚
|
NC | 0.3 |
The Legacy Financial Group Inc
✚
|
OK | 0.3 |
Frederick Financial Consultants LLC
✚
|
MD | 0.3 |
Hall Capital Management Company Inc
✚
|
RI | 0.3 |
Planning Directions Inc
✚
|
PA | 0.3 |
H I A - Helvetia Investment Advisors Sa
✚
|
0.3 | |
Ruedi Wealth Management Inc
✚
|
IL | 0.3 |