CRD: 131243
J. Safra Asset Management Corporation
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Fidelity/NFS · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-15-2004
- Office Locations
- 3
Office Locations
About J. Safra Asset Management Corporation
J. Safra Asset Management provides discretionary and non-discretionary advisory services plus UMA/SMA managed accounts, aligning portfolios to client objectives with a disciplined process focused on asset preservation and downside risk management. Serves individuals, institutional investors, and family offices across equities, fixed income, ETFs, and alternatives. Offers 40+ model strategies and an open funds platform (typically 20-40 opportunities), including private equity co-investments alongside the J. Safra Group in the U.S. and Europe.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Fernanda Bomfim Araujo
Chief Compliance Officer
- CRD
- #5307300
- Ownership
- Less than 5%
PATRICK GODEFROY BARROS
Chief Executive Officer, DIRECTOR
- CRD
- #4943151
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
Unlock allContacts
Enzo Gorgulho Jordao Elia
--
- CRD
- #7984785
Sion Benjamin Harari
--
- CRD
- #8266020
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,161,859,675 | $1,796,984 |
| Non-Discretionary | $95,590,210 | $8,690,019 |
| Total | $6,257,449,885 | $1,819,026 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing