Anda Asset Management Co, Ltd.

RIASEC RegisteredEst. 2012

Total AUM

$1.2B

Discretionary

$1.1B

91% of AUM

Avg account

$16.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Seoul,
CRD number: 165123
Registered since: September 25, 2012
Website: www.andaasset.com
Custodians: KEB HANA BANK
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles75.14%
Pension & Profit Sharing Plans10.4%
Investment Companies8.67%
Other3.54%
Banking / Thrift Institutions2.24%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Anda Asset Management Co., Ltd. is a foreign-owned investment manager that has been SEC-registered since 2012. The firm operates as a hybrid manager combining hedge fund and real estate strategies and also functions in commodity pool/CTA capacities. Its client base is institutional, and its advisory services span portfolio management for pooled vehicles, institutions and for individuals/small businesses. Compensation mixes asset-based fees with performance-based fees. The firm does not identify as an active ESG investor.