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Building 2ITAU USA ASSET MANAGEMENT

Map pinNEW YORK, NY
Phone212-845-0600
NotebookSEC #801-72400
Total AUM
$9.3B
Employees
26
Clients
64

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
599 LEXINGTON AVE
34TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
9AM TO 6PM
Monday - Friday
Phone
212-845-0600
Other Offices
3

ReceiptFinancials

Total AUM
$9.3B
Accounts
65
Discretionary
$9.3B
Accounts
65
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
16
AUM
$101.7M
Pooled Vehicle Clients
47
AUM
$7.5B
Sovereign Wealth Fund Clients
1
AUM
$1.7B

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PAYMENT OF INDIRECT AND DIRECT EXPENSES +ADMINISTRATIVE FEE

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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