Bank J. Safra Sarasin (Bahamas) Ltd.
$380M reported client assets across 3 advisory firms in FY2024 annual amendments
Reported client assets over time
$261M
$342M
2018
2024
Same-firm comparison: 1 firms that reported Bank J. Safra Sarasin (Bahamas) Ltd. 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 |
|---|---|---|---|---|
| Loom Capital Management Llc | $293M | $506M | 58.0% | 03/27/2025 |
| Guggenheim Investment Advisors, Llc | $81.5M | $522M | 15.6% | 03/31/2025 |
| Komorebi Global Llc | $5.1M | $69.4M | 7.4% | 03/11/2025 |
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.