Key facts
- J. Safra Sarasin Holding is a asset manager based in Basel, Switzerland with 3 tracked portfolio companies.
- Notable positions include Flexjet, Rubix Group International, Tala.
- J. Safra Sarasin Holding reports $52.5M in regulatory assets under management, per its SEC Form ADV (2026-03).
About J. Safra Sarasin Holding
Founded in 1840
Registered with the SEC
Form ADV · 2026-03 · CRD 292433- Regulatory AUM
- $52.5M
- Private fund assets
- —
- Private funds
- —
- Staff
- 7
- Registered office
- GENEVA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD).
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Portfolio
3 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Flexjet | — | ▮ | ▮ | ▮ |
| Rubix Group International | — | ▮ | ▮ | ▮ |
| Tala | — | ▮ | ▮ | ▮ |
All 3 companies — valuations, dates and lead flags are a member feature | ||||
Frequently asked
- What companies does J. Safra Sarasin Holding invest in?
- J. Safra Sarasin Holding has 3 recorded portfolio companies, including Flexjet, Rubix Group International, Tala.
- What is J. Safra Sarasin Holding's AUM?
- J. Safra Sarasin Holding manages approximately $52.5M in assets.