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| J Safra Sarasin Asset Management North America Ltd
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|
|---|---|
| CRD # | 292433 |
| SEC # | 801-112502 |
| CIK # | |
| AUM | $651.0 MM (2024-03-26) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 41583176400 |
| Address | Rue de La Corraterie 4 Geneva, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 63.8 |
| (b) Individuals (high net worth individuals) | 43 | 587.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 130 | 651.0 |
| By Discretionary | ||
| Discretionary | 78 | 280.8 |
| Non-Discretionary | 52 | 370.3 |
| Total | 130 | 651.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 32.9 | |
| United States Persons | 618.2 | |
| Total | 130 | 651.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Parsons Capital Management LLC
✚
|
PA | 0.7 |
|
Valicenti Advisory Services Inc
✚
|
NY | 0.7 |
|
Centric Wealth Management LLC
✚
|
IL | 0.7 |
|
Sterling Investment Counsel LLC
✚
|
NY | 0.7 |
|
Horst & Graben Wealth Management LLC
✚
|
OR | 0.6 |
|
Great Diamond Partners LLC
✚
|
ME | 0.6 |
|
Firestone Capital Management Inc
✚
|
FL | 0.6 |
|
MARS Jewett Financial Group Inc
✚
|
WA | 0.6 |
|
Jeppson Wealth Management LLC
✚
|
CA | 0.6 |
|
Greylin Investment Management Inc
✚
|
VA | 0.6 |