CRD: 131243
J. Safra Asset Management Corporation
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- Custodian
- BNY Mellon · Fidelity/NFS · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between June 5, 2025 and August 26, 2026, reported AUM increased 36.0%, from $4.6B to $6.3B.
Across 5 reported observations, AUM increased 59.1% between March 31, 2022 and August 26, 2026, from $3.9B to $6.3B.
Of the latest reported AUM, 98.5% is discretionary and 1.5% is non-discretionary.
The firm reports 13 advisory representatives and 3,444 clients, or 264.9 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 3 reported office locations and 22 years in operation. The source data was last updated on August 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full J. Safra Asset Management Corporation record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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Sion Benjamin Harari
--
- CRD
- #8266020
NOAH MORGAN HARRIS
Director of Research
- CRD
- #4140406
Showing 2 of 16 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 |
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Separately Managed Accounts
SMA allocation detail is available
J. Safra Asset Management Corporation has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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