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J. Safra Asset Management Corporation

● SEC registered since 2004CRD 131243SEC# 801-63032New York City, NY
Export (members)
Ranks #1,164 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$4.6B
Fund GAV
$153M
Private funds
4
Employees
19
Accounts
2,955
Location
New York City, NY

J. Safra Asset Management Corporation assets under management

J. Safra Asset Management Corporation is a registered investment adviser overseen by the SEC based in New York City, NY. The firm has been registered since 2004. It reports $4.6 billion in regulatory assets under management and employs 19 people. J. Safra Asset Management Corporation manages 4 private funds with combined gross assets of $153 million, including Myhobby Global Strategy Fund Ltd. By regulatory assets, it ranks 1,164 of 5,911 private fund managers.

J. Safra Asset Management Corporation private funds

4 funds · $153M GAV
FundTypeGross assetsMin.
Myhobby Global Strategy Fund Ltd.Other Private$68.8M$100K
Spe US Fund L.P.Private Equity$64.4M$100K
Jsam Uma Investment Fund SPCOther Private$11.8M$100K
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J. Safra Asset Management Corporation owners & executives

13 reported
NameTitleOwnershipSince
Carlos Cesar Bertaco Bonfim ControlDirectorUnder 5%2004
Fernanda Bomfim Araujo ControlChief Compliance OfficerUnder 5%2021
Mark Steven Grunwald ControlDirectorUnder 5%2009
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Frequently asked questions

How much does J. Safra Asset Management Corporation manage?

J. Safra Asset Management Corporation reports $4.6 billion in regulatory assets under management on its Form ADV.

How many private funds does J. Safra Asset Management Corporation manage?

J. Safra Asset Management Corporation manages 4 private funds with combined gross assets of $153 million.

How many employees does J. Safra Asset Management Corporation have?

J. Safra Asset Management Corporation reports 19 employees.

Where is J. Safra Asset Management Corporation located?

J. Safra Asset Management Corporation is based in New York City, NY and has been SEC-registered since 2004.

Does J. Safra Asset Management Corporation disclose fund performance?

J. Safra Asset Management Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address546 Fifth Avenue, New York City, NY 10036
Phone212-704-5553
Office hours9:00 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$4.51B
Non-discretionary$89.9M
Total (RAUM)$4.6B