Investment adviser · CRD 292433

J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD

Investment adviser filing (IA)

GENEVA, Switzerland · Form ADV filed Mar 25, 2026

Regulatory AUM
$932M
Form ADV · Item 5.F
Client accounts
225
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
5
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals43$685,303,89773.5%
Individuals136$186,403,60220.0%
Corporations & businesses45$57,784,6936.2%
CharitiesFewer than 5$2,451,4780.3%
Filing source

Form ADV 2052796 · Mar 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 25, 2026. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

RUE DE LA CORRATERIE 4
GENEVA, 1204, Switzerland

CRD 292433

Filing source

Form ADV 2052796 · Mar 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.