# J. SAFRA ASSET MANAGEMENT CORPORATION

J. SAFRA ASSET MANAGEMENT CORPORATION of NEW YORK CITY, NY is an SEC-registered investment adviser.

## Registration

- CRD: 131243
- Type: SEC-registered investment adviser
- SEC file number: 801-63032
- Location: 546 FIFTH AVENUE, NEW YORK CITY, NY, 10036
- Phone: 212-704-5553
- Latest filing: 2026-03-31
- Regulatory AUM: $6.3B
- Discretionary AUM: $6.2B
- Non-discretionary AUM: $95.6M
- Clients: 22
- Accounts: 3,440

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos, Other

## Officers, owners & control persons (38)

_Showing 25 of 38 people._

| Name | Role | Location |
| --- | --- | --- |
| Vicky Safra | SHAREHOLDER | — |
| David Joseph Safra | SHAREHOLDER | — |
| Jacob Joseph Safra | SHAREHOLDER | — |
| Carlos Cesar Bertaco Bonfim | DIRECTOR | — |
| Simoni Passos Morato | DIRECTOR | — |
| Mark Steven Grunwald | DIRECTOR | — |
| Sigmund Peter Javier | DIRECTOR | — |
| Rafaelo Colombo | DIRECTOR | — |
| Patrick Godefroy Barros | CEO, DIRECTOR | — |
| Fernanda Bomfim Araujo | CHIEF COMPLIANCE OFFICER | — |
| Parin Harendra Tolia | CHIEF INVESTMENT OFFICER | — |
| SIEKIERSKI DOUGLAS GORDON | CHIEF OPERATING OFFICER | — |
| CLAPP EDWARD ARCHER | CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT & CCO | — |
| FERNANDES ANTENOR GOMES | CEO | — |
| SAFRA MOISE YACOUB | SHAREHOLDER | — |
| BONFIM CARLOS CESAR BERTACO | DIRECTOR | — |
| BULL LUIZ A | DIRECTOR | — |
| CARLINO STEVEN | CHIEF OPERATING OFFICER | — |
| MORATO SIMONI | CEO; CEO & DIRECTOR | — |
| GRUNWALD MARK STEVEN | DIRECTOR | — |
| MAISTO NANCY | CHIEF COMPLIANCE OFFICER | — |
| WANZOR FRANK JOSEPH | CHIEF COMPLIANCE OFFICER & FVP - COMPLIANCE; FVP/CHIEF COMPLIANCE OFFICER | — |
| LEMOS SOLANGE STOUTHANDEL ISABEL F | DIRECTOR | — |
| JAVIER SIGMUND PETER | DIRECTOR; DIRECTOR, CHIEF COMPLIANCE OFFICER | — |
| WANZOR FRANK | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131243/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131243/similar
- Related entities: https://search.stillhousedata.com/firm/131243/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131243

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.