Safra Securities Llc
$1.2B reported client assets across 6 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 3 firms that reported Safra Securities Llc in both FY2024 and FY2025 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: 2 cohort firms, FY2018: 2 cohort firms, FY2019: 2 cohort firms, FY2020: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| J. Safra Asset Management Corporation | $1.1B | $6.3B | 17.1% | 03/31/2026 |
| Loom Capital Management Llc | $99.3M | $571M | 17.4% | 03/27/2026 |
| Actitrust Wealth Management Llc | $56.8M | $141M | 40.4% | 02/02/2026 |
| Brasil Plural Investment Advisor Llc | $13.3M | $202M | 6.6% | 03/16/2026 |
| Rosci Lamb, Llc | $8.1M | $65.0M | 12.5% | 01/12/2026 |
| Penso Advisors, Llc | $274K | $1.1B | 0.0% | 03/31/2026 |
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.