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Itau USA Asset Management Inc.

● SEC registered since 2011CRD 156313SEC# 801-72400New York, NY
Export (members)
Reg. AUM
$9.27B
Employees
26
Accounts
65
Location
New York, NY

Itau USA Asset Management Inc. assets under management

Itau USA Asset Management Inc. is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2011. It reports $9.3 billion in regulatory assets under management and employs 26 people.

Itau USA Asset Management Inc. owners & executives

10 reported
NameTitleOwnershipSince
Arlindo De Souza Penteado ControlDirectorUnder 5%2024
Carlos Augusto Salamonde ControlDirectorUnder 5%2021
Fernando Jose Brantes ControlDirectorUnder 5%2024
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Frequently asked questions

How much does Itau USA Asset Management Inc. manage?

Itau USA Asset Management Inc. reports $9.3 billion in regulatory assets under management on its Form ADV.

How many employees does Itau USA Asset Management Inc. have?

Itau USA Asset Management Inc. reports 26 employees.

Where is Itau USA Asset Management Inc. located?

Itau USA Asset Management Inc. is based in New York, NY and has been SEC-registered since 2011.

Does Itau USA Asset Management Inc. disclose fund performance?

Itau USA Asset Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address599 Lexington Ave, 34th Floor, New York, NY 10022
Phone212-845-0600
Fax212-888-9342
Office hours9a.m. To 6p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$9.27B▲ 16%
Feb '25 — $8.01BMar '25 — $6.65BApr '25 — $6.65BMay '25 — $6.65BJun '25 — $6.65BJul '25 — $6.65BAug '25 — $6.65BSep '25 — $6.65BOct '25 — $6.65BNov '25 — $6.65BDec '25 — $6.65BJan '26 — $6.65BFeb '26 — $6.65BMar '26 — $9.27BApr '26 — $9.27BMay '26 — $9.27BJun '26 — $9.27B
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers

Assets under management

$9.27Bregulatory AUM
Discretionary $9.27B