Samjo Management, LLC

RIASEC RegisteredEst. 2023

Total AUM

$309M

Discretionary

$309M

100% of AUM

Avg account

$1.6M

Accounts

189

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 326808
Registered since: June 6, 2023
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI39.86%
Pooled Investment Vehicles37.45%
Pension & Profit Sharing Plans21.58%
Charitable Organizations0.98%
Other0.12%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Samjo Management, LLC is a privately held investment manager organized as an LLC and registered with the SEC in 2023. The firm operates with a hedge-fund orientation while providing portfolio management for both individuals/small businesses and pooled investment vehicles. Its client mix includes high-net-worth individuals and family clients as well as institutional investors. Compensation arrangements include assets-based fees, fixed fees and performance-based fees. Samjo also serves as sponsor and general partner or managing member for pooled vehicles it advises. Samjo does not market itself as an ESG investor and it is not structured as a multi-state or related adviser. The firm’s stated business activities center on active portfolio management across both separate accounts and pooled funds.