Bank J Safra Sarasin
$655M reported client assets across 4 advisory firms in FY2022 annual amendments
Reported client assets over time
Same-firm comparison: 4 firms that reported Bank J Safra Sarasin in both FY2021 and FY2022 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. 2017, 2018, 2019, 2020 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms, FY2019: 1 cohort firms, FY2020: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| J. Safra Sarasin Asset Management (North America) Ltd | $331M | $336M | 98.5% | 03/30/2023 |
| Sarasin Asset Management Limited | $209M | $555M | 37.6% | 03/15/2023 |
| Alpen Partners International Ag | $103M | $761M | 13.6% | 03/29/2023 |
| Vitral Advisors Llc | $11.8M | $92.7M | 12.7% | 04/03/2023 |
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.