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J. SAFRA ASSET MANAGEMENT CORPORATION
CRD 131243File 801-63032
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.26B
Top 25% of cohort (national)
Discretionary AUM
$6.16B
Non-discretionary $95.6M
Clients
3,443
3,440 accounts
Employees
22
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 15, 2004
- Principal office
- 546 FIFTH AVENUE, NEW YORK CITY, NY, 10036
- Phone
- 212-704-5553
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.26B
- Discretionary AUM
- $6.16B
- Non-discretionary AUM
- $95.6M
- Discretionary accounts
- 3,429
- Non-discretionary accounts
- 11
- Total accounts
- 3,440
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 62 | $241.9M |
| Insurance companies | Fewer than 5 | $44.7M |
| High net worth individuals | 3,079 | $5.58B |
| Pooled investment vehicles | 6 | $243.6M |
| Individuals (other than high net worth individuals) | 295 | $150.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — % OF ASSETS UNDER CONSULTATION
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.