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Building 2J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD

Map pinGENEVA
Phone+41583176400
NotebookSEC #801-112502
Total AUM
$931.9M
Employees
7
Clients
225

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
RUE DE LA CORRATERIE 4
GENEVA
1204
Switzerland
Operating Hours
9AM - 6PM (CET)
Monday - Friday
Phone
+41583176400
Other Offices
1

ReceiptFinancials

Total AUM
$931.9M
Accounts
225
Discretionary
$524M
Accounts
100
Non-Discretionary
$408M
Accounts
125

ContactClients

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Individual Clients
136
AUM
$186.4M
HNW Individual Clients
43
AUM
$685.3M
Charitable Organization Clients
1
AUM
$2.5M
Corporation or Business Clients
45
AUM
$57.8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
WRAP FEE PROGRAM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMDNVNYSDTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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