Samsung Asset Management (New York), Inc.
- Regulatory AUM
- $8.2B
- Discretionary
- $8.2B
- Clients
- 4
- Avg AUM / client
- $2.0B
- Accounts
- 25
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $391M | 4.79% |
| Other investment advisers | 1 | $7.6B | 93.2% |
| Insurance companies | 2 | $168M | 2.05% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Shin, Jennifer, Haejung | Chief Compliance Officer | Oct 2017 (9y) | Less than 5% | |
| Lee, Jin A, Nmn | President And Chief Investment Officer | Jan 2023 (4y) | Less than 5% | |
| Suh, Chaehack, Nmn | Chief Financial Officer | Nov 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Samsung Asset Management Company, Ltd. | Owner | Feb 2015 | A | 75% or more |
| Samsung Life Insurance Co., Ltd. | Owner | Feb 2015 | B | ≈ 56.25% – 100% via Samsung Asset Management Company, Ltd. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Samsung Life Insurance Co., Ltd.: 75% – 100% of Samsung Asset Management Company, Ltd. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 4.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- J.P. Morgan $5.3B (65% of AUM) Mar 2026
- Citibank $629M (11% of AUM) Oct 2021
- Clearstream Luxembourg $315M (10% of AUM) Jan 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗