J.safra Asset Management Corp.
J. Safra Asset Management Corporation (JSAM) is an independent investment advisory firm founded in 2004 and headquartered in New York, NY. As part of the global Safra Group, JSAM is an SEC-registered investment adviser providing investment advisory services and strategic alternative investment solutions to both individual and institutional investors. The firm manages diversified portfolios across a range of asset classes, catering to institutions, family offices, and high-net-worth individuals, with additional offices in Aventura, Florida. The firm is known for its rigorous due diligence process and sophisticated advisory services. Employee count is listed variously as 11-50 and as 93, depending on the source, likely including all global staff.
Investment Strategy
J. Safra Asset Management Corporation offers customized investment advisory and institutional consulting services, constructing and managing complex, diversified portfolios across a wide range of asset classes. The firm is focused on delivering tailored solutions through a rigorous due diligence process, serving both individual and institutional clients—including family offices—using both traditional and alternative investment strategies. JSAM emphasizes risk management and operational excellence, leveraging the global resources of the Safra Group.
Top Holdings
Equity Positions (322)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR UNIT SER 1 | 14.09% | $195.1M | 355,919 | $365.66 | $551.64 | +$33.9M |
X XLK | SELECT SECTOR SPDR TRUST THE TECHNOLOGY SELECT SECTOR SPDR FUND | 11.18% | $154.8M | 617,263 | $167.68 | $253.23 | +$32.4M |
I IWF | ISHARES RUSSELL 1000 GROWTH ETF | 10.83% | $149.9M | 355,429 | $355.29 | $424.58 | +$27.5M |
X XLF | SELECT SECTOR SPDR TRUST THE FINANCIAL SELECT SECTOR SPDR FUND | 6.18% | $85.5M | 1,646,861 | $35.61 | $52.37 | +$6.0M |
X XLC | SELECT SECTOR SPDR TRUST THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | 6.17% | $85.4M | 793,536 | $63.95 | $108.53 | +$11.5M |