Petra Capital Management, Inc.
- Regulatory AUM
- $1.8B
- Discretionary
- $1.8B
- Clients
- 5
- Avg AUM / client
- $351M
- Accounts
- 16
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Jul 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $14.6M | 0.83% |
| Pooled investment vehicles (non-investment companies) | 5 | $530M | 30.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $143M | 8.17% |
| Charitable organizations | Fewer than 5 clients | $772M | 44.0% |
| Insurance companies | Fewer than 5 clients | $15.1M | 0.86% |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $277M | 15.8% |
| Corporations and other businesses | Fewer than 5 clients | $2.8M | 0.16% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lee, Chan, H | Managing Partner | Jun 2009 (17y) | 25% – 50% | |
| Yong, Albert, H | Managing Partner | Jun 2009 (17y) | 25% – 50% | |
| Jung, Paul, S | Partner | Jan 2015 (12y) | 5% – 10% | |
| Jung, Lynn, Y | Compliance Manager | Mar 2020 (6y) | Less than 5% |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
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) | 07/09/2026 | 957 KB | 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $800M (46% of AUM) Jul 2026
- State Street $250M (14% of AUM) Jul 2026
- Woori Bank $143M (8% of AUM) Jul 2026
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: Jul 09, 2026.
View current Form ADV (SEC/IAPD) ↗