Chief Investment Officer · J. Safra Asset Management Corporation
Parin H. Tolia
CRD 3237719 · Named on Form ADV at one SEC-registered adviser
At a glance
J. Safra Asset Management Corporation, an SEC-registered wealth manager based in New York City, NY with $6.3 billion in regulatory assets, lists Parin H. Tolia on its Form ADV as Chief Investment Officer, a control person.
Firms and roles
- J. Safra Asset Management CorporationChief Investment OfficerWealth manager · New York City, NY · $6.3B in regulatory assets
AtlasMembers
Parin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (8)
- Carlos C. BonfimDirector, J. Safra Asset Management Corporation
- Simoni P. MoratoDirector, J. Safra Asset Management Corporation
- Mark S. GrunwaldDirector, J. Safra Asset Management Corporation
- Sigmund P. JavierDirector, J. Safra Asset Management Corporation
- Rafaelo ColomboDirector, J. Safra Asset Management Corporation
3 more people named with Parin on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Parin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.