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| J Safra Sarasin Asset Management North America Ltd
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|---|---|
| CRD # | 292433 |
| SEC # | 801-112502 |
| CIK # | 0002056555 |
| AUM | 931.9 M (2026-03-25) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 41583176400 |
| Address | Rue de La Corraterie 4 Geneva, Switzerland |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002056555 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 136 | 186.4 |
| (b) Individuals (high net worth individuals) | 43 | 685.3 |
| (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 | 45 | 57.8 |
| (n) Other | 0 | 0.0 |
| Total | 225 | 931.9 |
| By Discretionary | ||
| Discretionary | 100 | 524.0 |
| Non-Discretionary | 125 | 408.0 |
| Total | 225 | 931.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 52.5 | |
| United States Persons | 879.5 | |
| Total | 225 | 931.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0002056555] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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