Carlos Bonfim has been Director of J. Safra Asset Management since August 2004, is a control person of the firm and directly owns under 5% of it.
J. Safra Asset Management Corporation is a New York City, NY firm with $6.26B under management, 3,443 clients and 13 advisers across 3 offices, as of its August 2026 filing.
No adviser firm registrations are on Carlos Bonfim’s record.
Examinations
No examinations are on Carlos Bonfim’s record.
- Full name
- Carlos Cesar Bertaco Bonfim
- CRD
- 4705819
- Firm
- J. Safra Asset Management · CRD 131243
- Role
- Director
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Carlos Bonfim work?
Carlos Bonfim has been Director of J. Safra Asset Management Corporation since August 2004, and is a control person of the firm.
Does Carlos Bonfim have a current investment-adviser registration?
Carlos Bonfim has no current investment-adviser or broker registration.
Is Carlos Bonfim registered with FINRA?
No. Carlos Bonfim has no current broker registration.
How can I verify Carlos Bonfim’s record?
Search CRD 4705819 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carlos Bonfim’s full registration record.