ITAU USA ASSET MANAGEMENT INC.
Legal name: ITAU USA ASSET MANAGEMENT
CRD #156313 SEC #801-72400 NEW YORK, NY 212-845-0600
SEC Registered
Total AUM
$6.7B
Discretionary
$6.7B
Employees
31
Clients
--
Accounts
55
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $6.7B | $6.7B | $0 | 31 | 20 |
| Feb 2025 | $8B | $8B | $0 | 21 | 15 |
| Nov 2024 | $8B | $8B | $0 | 21 | 15 |
| Sep 2024 | $8B | $8B | $0 | 21 | 15 |
| Jun 2024 | $8B | $8B | $0 | 21 | 15 |
| Mar 2024 | $8B | $8B | $0 | 21 | 15 |
| Mar 2023 | $6.7B | $6.7B | $0 | 33 | 17 |
| Apr 2022 | $8B | $8B | $0 | 31 | 17 |
| Apr 2021 | $7.2B | $7.2B | $0 | 27 | 15 |
| Jun 2020 | $5.6B | $5.6B | $0 | 21 | 4 |
| Mar 2020 | $5.6B | $5.6B | $0 | 21 | 4 |
| Mar 2020 | $3.5B | $3.5B | $0 | 19 | 5 |
| Jun 2019 | $3.5B | $3.5B | $0 | 19 | 5 |
| Mar 2019 | $3.5B | $3.5B | $0 | 19 | 5 |
| Dec 2018 | $2.8B | $2.8B | $0 | 19 | 2 |
| Oct 2018 | $2.8B | $2.8B | $0 | 19 | 2 |
| Mar 2018 | $2.8B | $2.8B | $0 | 19 | 2 |
| Aug 2017 | $2B | $2B | $4.4M | 19 | 26 |
| Apr 2017 | $2B | $2B | $4.4M | 19 | 26 |
| Feb 2017 | $1.7B | $1.7B | $4.5M | 18 | 11 |
| Nov 2016 | $1.7B | $1.7B | $4.5M | 18 | 11 |
| Aug 2016 | $1.7B | $1.7B | $4.5M | 18 | 11 |
| Mar 2016 | $1.7B | $1.7B | $4.5M | 18 | 11 |
| Mar 2016 | $1.6B | $1.6B | $7M | 20 | 11 |
| Dec 2015 | $1.6B | $1.6B | $7M | 20 | 11 |
| Apr 2015 | $1.6B | $1.6B | $7M | 20 | 11 |
| Sep 2014 | $1.3B | $1.3B | $0 | 20 | 11 |
| Jul 2014 | $1.3B | $1.3B | $0 | 20 | 11 |
| May 2014 | $1.3B | $1.3B | $0 | 20 | 11 |
| Mar 2014 | $1.3B | $1.3B | $0 | 20 | 11 |
| Apr 2013 | $1.4B | $1.4B | $41.4M | 21 | 26 |
| Jan 2013 | $908.3M | $792.5M | $115.8M | 14 | 26 |
| Jul 2012 | $908.3M | $792.5M | $115.8M | 6 | 26 |
| Apr 2012 | $908.3M | $792.5M | $115.8M | 6 | 26 |
| May 2011 | $469.5M | $357.5M | $111.9M | 10 | -- |
DateMar 2025
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees31
Clients20
DateFeb 2025
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees21
Clients15
DateNov 2024
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees21
Clients15
DateSep 2024
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees21
Clients15
DateJun 2024
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees21
Clients15
DateMar 2024
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees21
Clients15
DateMar 2023
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees33
Clients17
DateApr 2022
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees31
Clients17
DateApr 2021
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees27
Clients15
DateJun 2020
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees21
Clients4
DateMar 2020
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees21
Clients4
DateMar 2020
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees19
Clients5
DateJun 2019
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees19
Clients5
DateMar 2019
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees19
Clients5
DateDec 2018
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees19
Clients2
DateOct 2018
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees19
Clients2
DateMar 2018
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees19
Clients2
DateAug 2017
Total AUM$2B
Discretionary$2B
Non-Disc.$4.4M
Employees19
Clients26
DateApr 2017
Total AUM$2B
Discretionary$2B
Non-Disc.$4.4M
Employees19
Clients26
DateFeb 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$4.5M
Employees18
Clients11
DateNov 2016
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$4.5M
Employees18
Clients11
DateAug 2016
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$4.5M
Employees18
Clients11
DateMar 2016
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$4.5M
Employees18
Clients11
DateMar 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$7M
Employees20
Clients11
DateDec 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$7M
Employees20
Clients11
DateApr 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$7M
Employees20
Clients11
DateSep 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients11
DateJul 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients11
DateMay 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients11
DateMar 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients11
DateApr 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$41.4M
Employees21
Clients26
DateJan 2013
Total AUM$908.3M
Discretionary$792.5M
Non-Disc.$115.8M
Employees14
Clients26
DateJul 2012
Total AUM$908.3M
Discretionary$792.5M
Non-Disc.$115.8M
Employees6
Clients26
DateApr 2012
Total AUM$908.3M
Discretionary$792.5M
Non-Disc.$115.8M
Employees6
Clients26
DateMay 2011
Total AUM$469.5M
Discretionary$357.5M
Non-Disc.$111.9M
Employees10
Clients--