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ITAU USA ASSET MANAGEMENT

NEW YORK, NY · CRD 156313 · IAPD ↗ · 212-845-0600

$9.27BRegulatory AUM
14Advisory reps
26Employees
27Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — ITAU USA ASSET MANAGEMENT reported RAUM up 39% ($6.65B -> $9.27B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2025 — ITAU USA ASSET MANAGEMENT grew from 8 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2024 — ITAU USA ASSET MANAGEMENT shrank from 19 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
April 2024 — ITAU USA ASSET MANAGEMENT added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.