J Safra Sarasin Asset Management North America Ltd

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Assets, Funds, Holdings

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J Safra Sarasin Asset Management North America Ltd
CRD #292433
SEC #801-112502
CIK #
AUM $335.9 MM (2023-03-30)
Employees 4 (50% Investors, 0% Brokers)
Phone41583176400
AddressRue de La Corraterie 4
Geneva, Switzerland
Source [IAPD] [Website]
Total AUM ($MM)
4003202401608002010201420192024
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
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