HANWHA ASSET MANAGEMENT (USA) LTD.

RIASEC RegisteredEst. 2017
Total AUM
$4B
Discretionary
$4B
100% of AUM
Avg account
$999M
Accounts
4
Employees
22
Advisory reps
6

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
288464
Registered since
July 3, 2017
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Insurance Companies85.9%
  • Pooled Investment Vehicles8.57%
  • Banking / Thrift Institutions5.53%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hanwha Asset Management (USA) Ltd. is a corporate, institution-facing investment adviser that combines pooled-vehicle portfolio management with direct institutional mandates. The firm is classified in the data as a venture capital fund adviser but also reports a strong fixed-income orientation. Its client base is institutional, it charges both asset-based and performance-linked fees, and it is not identified as an active ESG investor or a multi-state adviser. Reported advisory activities include portfolio management for pooled investment vehicles and for businesses or institutions. Ownership is listed as a mix of foreign entity and individual, and the firm maintains affiliations across the financial services ecosystem (broker-dealer relationships, engagements as an investment adviser to others, insurance company ties, and roles as sponsor/GP or sponsor of LPs).

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 92%, US Government Bonds 5%, Non-Exchange Traded Equities 3%92%
  • Investment Grade Corp Bonds92%
  • US Government Bonds5%
  • Non-Exchange Traded Equities3%

Owners & executives

3 of 4
  • HOWARD KIM

    Chief Executive OfficerCRD 8209991

  • SANG HYUK CHO

    Chief Operating Officer and Chief Financial OfficerCRD 8209998

  • ARAM KO

    Co-CEOCRD 8209989

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Contacts

2 of 2
  • KYUNG DONG PARK

    DirectorCRD 8209993

  • JUNG SEOK KIM

    Managing DirectorCRD 8209996

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
300 Grant Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth