KYOBO LIFE ASSET MANAGEMENT (AMERICA) CO., LTD.

RIASEC RegisteredEst. 2015
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$1.5B
Accounts
1
Employees
4
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
174341
Registered since
January 28, 2015
Custodians
J.P. MORGAN SECURITIES INC., THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM
Client types
  • Insurance Companies100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kyobo Life Asset Management (America) Co., Ltd. is a corporate, SEC-registered investment adviser (registered in 2015) that provides portfolio management services to institutional clients. The firm is owned by a mix of foreign-entity and individual ownership and bills clients on a percentage-of-assets-under-management basis. Its stated advisory activity is portfolio management for businesses or institutions. Regulatory filings list affiliations with broker-dealer, other investment adviser, and insurance-company entities. The firm is not identified as an active ESG investor.

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 75%, US Government Bonds 20%, State & Local Bonds 3%, Sovereign Bonds 2%75%
  • Investment Grade Corp Bonds75%
  • US Government Bonds20%
  • State & Local Bonds3%
  • Sovereign Bonds2%

Owners & executives

1 of 1
  • SUKMIN LEE

    Chief Compliance OfficerCRD 8208556

Contacts

1 of 1
  • HEE SEOK KIM

    PresidentCRD 6434041

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1270 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth