J
CRD: 292433
J. Safra Sarasin Asset Management (North America) LTD
Geneva, 01204
+41583176400
$931.9M Total AUM
$524.0M Disc. AUM
41.9% 3Y CAGR
7 Employees
225 ADV. Clients
8 yrs Firm Age
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- Custodian
- Baird
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2018
- Office Locations
- 1
Office Locations
RUE DE LA Corraterie 4 Geneva --
About J. Safra Sarasin Asset Management (North America) LTD
J. Safra Sarasin Asset Management (North America) LTD is a Geneva-based RIA. The firm has been operating for 8 years. Managing $931.9M in total assets under management, with 5 advisory representatives. They custody assets with Baird. Services offered include Asset Management.
Team overview
-- AVG AGE
$186.4M AVG AUM / ADVISOR
$4.1M AVG AUM / CLIENT
7 yrs AVG TENURE
7 Employees
5 Advisory Reps
0 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Unison Frontier Delta ember
Client Personas
Zenith
Investment Themes
Optima signal
Investment Vehicles
Horizon
Services
Alpha
Owner & Executives
J
JUERG EGLI
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
(446) 878-3728
value.bridge@timbercapital.com
in linkedin.com/in/bridge-momentum
B
BENEDETTA GAMBATESA
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(764) 842-3551
ridge.pathway@peakcapital.com
in linkedin.com/in/harbor-legacy
P
Peak summit
Horizon delta
- CRD
- #51203
- Ownership
- 27.3%
(807) 856-5618
pioneer.eagle@unisoncapital.com
in linkedin.com/in/peak-glacier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $523,957,918 | $5,239,579 |
| Non-Discretionary | $407,985,752 | $3,263,886 |
| Total | $931,943,670 | $4,141,972 |
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Separately Managed Accounts
Total SMA Asset: $931,943,670
Equity - Exchange:
5.1% Other:
17.2% Cash:
13.7% Corporate - Investment Grade:
17.4% U.S. Government/Agency:
15.4% Corporate - Non-Investment Grade:
5.5% Sovereign Bonds:
25.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $338,648,566 | 5.1% |
| Other | $1,142,108,889 | 17.2% |
| Cash | $909,703,011 | 13.7% |
| Corporate - Investment Grade | $1,155,389,225 | 17.4% |
| U.S. Government/Agency | $1,022,585,866 | 15.4% |
| Corporate - Non-Investment Grade | $365,209,238 | 5.5% |
| Sovereign Bonds | $1,706,523,165 | 25.7% |
| Total | $6,640,167,960 | 100.0% |
13F Holdings | Q4 2024
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY INSIGHT PIONEER | VERTEX OPTIMA | G5B4UPO2V | PWM | 3.87% | $104,387,107 |
| VERTEX GLACIER ALPHA | CATALYST ELEMENT | CEXPEUTYN | NDM | 2.20% | $94,504,180 |
| NORTH OAK OPTIMA | MERIDIAN CAPITAL | YFKUCANYO | XETZT | 4.06% | $34,584,119 |
| HORIZON PRIME | HORIZON CAPITAL | TVQ05I4GT | TYV | 2.11% | $106,041,670 |
| VERTEX VERTEX MOMENTUM | ZENITH QUANTUM | Y7TL1U3P1 | HTCEL | 4.80% | $59,272,840 |
| DELTA CATALYST BEACON | ALPHA VERTEX | IPSFL28C1 | JEVY | 2.00% | $93,200,673 |
| ATLAS OPTIMA VECTOR | DELTA GLACIER | Q8IDE3SZZ | MGBH | 4.88% | $16,862,363 |
| HORIZON QUANTUM | PEAK EMBER | 0X1WTV7FQ | OJYAJ | 9.87% | $12,130,987 |