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 the U.S. arm of a foreign-owned asset manager that operates as a capital allocator to institutional clients. The firm provides portfolio management for investment companies and for businesses or institutions, and it also performs selection-of-other-advisers work. It charges fees based on a percentage of assets under management and does not identify itself as an active ESG investor. Regulatory filings list affiliations across broker-dealer, other investment adviser, and insurance company activities.