J. Safra Sarasin Holding

Asset manager · Basel, Switzerland

J. Safra Sarasin Holding is an asset manager based in Basel, Switzerland. Founded in 1840 3 portfolio companies are on record.

AUM
$52.5M
Portfolio companies
3
Recorded deals
—
Last investment
—

J. Safra Sarasin Holding 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

Investment focus

Its SEC Form ADV lists $52.5 million in regulatory assets under management (Mar 2026).

J. Safra Sarasin Holding portfolio at a glance

3 portfolio companies are on record for J. Safra Sarasin Holding: Flexjet, Rubix Group International and Tala.

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J. Safra Sarasin Holding at 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
CompanyValuationRole
Flexjet▮▮
Rubix Group International▮▮
Tala▮▮
All 3 companies — valuations, dates and lead flags are a member feature
The whole book · Pro $99 a month

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Frequently asked about J. Safra Sarasin Holding

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.