|
⚲
|
| 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) |
|---|
| 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
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|
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 |