Itau USA Asset Management Inc.
● SEC registered since 2011CRD 156313SEC# 801-72400New York, NY
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Arlindo De Souza Penteado Control | Director | Under 5% | 2024 |
| Carlos Augusto Salamonde Control | Director | Under 5% | 2021 |
| Fernando Jose Brantes Control | Director | Under 5% | 2024 |
| Itb Holding Brasil Participac?es Ltda Control | Shareholder | Over 75% | 2016 |
| Joan Christine Duarte Control | Director | Under 5% | 2021 |
| Julia Chen McClanan Control | Director | Under 5% | 2024 |
| Kenneth Ray Goodall Control | Chief Compliance Officer | Under 5% | 2018 |
| William Scott Piper Control | Chief Investment Officer | Under 5% | 2012 |
| Itau Unibanco Holding S.A. Control | Shareholder | Over 75% | 2009 |
| Itau Unibanco S.A. Control | Shareholder | Over 75% | 2004 |
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
| Address | 599 Lexington Ave, 34th Floor, New York, NY 10022 |
| Phone | 212-845-0600 |
| Fax | 212-888-9342 |
| Office hours | 9a.m. To 6p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$9.27B▲ 16%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,306 advisers
EmployeesTop 20%
More than 80% of 16,824 advisers
Assets under management
$9.27Bregulatory AUM
Discretionary $9.27B