Jacumen Asset Management Corp.

RIASEC Registered
Total AUM
$13.2M
Discretionary
$13.2M
100% of AUM
Avg account
$13.2M
Accounts
1
Employees
1
Advisory reps
4

Firm details

Headquarters
,
CRD number
307809
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Jacumen Asset Management Corp. is a privately owned corporate adviser controlled by an individual owner. The firm provides portfolio management specifically for pooled investment vehicles and charges both a percentage-of-assets fee and performance-based fees. It is not identified as an active ESG investor and is not positioned as a pension consultant or related adviser. The firm is classified as unclassified in the snapshot data and is not designated as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 40%, Exchange Traded Equities 30%, Non-Investment Grade Corp Bonds 30%40%
  • Cash & Cash Equivalents40%
  • Exchange Traded Equities30%
  • Non-Investment Grade Corp Bonds30%

Owners & executives

2 of 2
  • Jimahn Kim

    President, CEOCRD 7272943

  • Jimahn Kim

    CEOCRD 7287082

Contacts

2 of 2
  • Yejee Kim

    InvestorCRD 7272990

  • Yebin Kim

    InvestorCRD 7272991

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth