J. Safra Sarasin Asset Management (North America) Ltd is a large advisory firm based in Geneva. It manages $108.8 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2018.
J. Safra Sarasin Asset Management (North America) provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of J. Safra Sarasin Asset Management (North America) Ltd is $108.8 million. The firm's AUM has grown by 113% since the beginning of its operation, and $289.91 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay J. Safra Sarasin Asset Management (North America) Ltd for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Elie Vivien Sassoon is high net worth individuals with 10 clients and $90.27 million of assets under management. Among the 12 most similar advisory firms, J. Safra Sarasin Asset Management (North America) has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $108.8 million for 23 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 4% of the firm’s clients are foreign persons or businesses.
J. Safra Sarasin Asset Management (North America) doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Elie Vivien Sassoon has been acting as President since 1 Jan 2018. J. Safra Sarasin Holding Ag joined the executive team most recently as the Shareholder.
The principal office where J. Safra Sarasin Asset Management (North America) Ltd performs its advisory services is located at Rue De La Corraterie 4, Geneva, 1204, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +41583176400 or by fax +41583176449. The normal business hours are 9am - 5pm (cet) on Monday - Friday. You can find more information about the New York firm at jsafrasarasin.com/northamerica/.