Samsung Asset Management (New York), Inc.

RIASEC RegisteredEst. 2005

Total AUM

$8.2B

Discretionary

$8.2B

100% of AUM

Avg account

$327M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 133827
Registered since: April 4, 2005
Custodians: J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM
Client types: Other Investment Advisers93.16%
Investment Companies4.79%
Insurance Companies2.05%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Samsung Asset Management (New York), Inc. is a corporate, institutional registered investment adviser that acts as a capital allocator for institutional clients. The adviser, registered in 2005, manages portfolios for investment companies and other businesses or institutions and also performs selection-of-other-advisers work, indicating a mix of direct portfolio management and outsourced manager selection. The firm charges fees as a percentage of assets under management, is owned by a mix of foreign entity and individual interests, and is not designated as an active ESG investor. Reported industry affiliations include broker-dealer, other investment adviser, and insurance company relationships.