Banque J. Safra Sarasin (Monaco) Sa
$24.8M reported client assets across 1 advisory firms in FY2024 annual amendments
Reported client assets over time
$21.2M
$28.9M
2022
2024
Same-firm comparison: 1 firms that reported Banque J. Safra Sarasin (Monaco) Sa in both FY2023 and FY2024 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| 3 J Capital Partners Ltd | $24.8M | $193M | 12.8% | 02/20/2025 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.