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Jsam Uma Investment Fund SPC Conservative

Other Private FundFund ID 805-8474990107Cayman Islands
Gross assets
$38.5M
Min. investment
$100K
Beneficial owners
90
Size rank
Top 60%
Audited
Yes
Structure
Standalone

About this fund

Jsam Uma Investment Fund SPC Conservative is a other private fund managed by J. Safra Asset Management Corporation. The fund reports $38.5 million in gross assets, placing it among the top 60% of private funds by size. The stated minimum investment is $100,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-8474990107
Fund typeOther Private Fund — LONG ONLY
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationNo
Annual auditYes
Prepared per GAAPNo
Sub-advisedNo
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Myhobby Global Strategy Fund Ltd.Other Private$70.2M
Spe US Fund L.P.Private Equity$64.4M
Jsam Uma Investment Fund SPC BalanceOther Private$59.3M
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Frequently asked questions

How large is Jsam Uma Investment Fund SPC Conservative?

Jsam Uma Investment Fund SPC Conservative reports $38.5 million in gross assets, among the top 60% of private funds by size.

What is the minimum investment for Jsam Uma Investment Fund SPC Conservative?

The stated minimum investment is $100,000.

Who manages Jsam Uma Investment Fund SPC Conservative?

Jsam Uma Investment Fund SPC Conservative is managed by J. Safra Asset Management Corporation.

Does Jsam Uma Investment Fund SPC Conservative disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Marketer

Reported gross assets

$38.5M▲ 226%
Mar '25 — $11.8MApr '25 — $11.8MMay '25 — $11.8MJun '25 — $11.8MJul '25 — $11.8MAug '25 — $11.8MSep '25 — $11.8MOct '25 — $11.8MNov '25 — $11.8MDec '25 — $11.8MJan '26 — $11.8MFeb '26 — $11.8MMar '26 — $38.5MApr '26 — $38.5MMay '26 — $38.5MJun '26 — $38.5M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 60%
Larger than 40% of 67,041 private funds
Gross assets vs Other Private FundsTop 60%
Larger than 40% of 8,892 other private funds
Minimum investmentTop 71%
Higher than 29% of funds reporting a minimum

Investor base

Adviser & related persons%
Funds of funds%
Non-U.S. persons1%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.