Clients
Amova Asset Management serves 839 clients, 757 of them pooled investment vehicles. The average client has about $295 million with the firm.
- Pooled investment vehicles757 clients92%
- Sovereign wealth funds and foreign official institutions21 clients6%
- OtherBanking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Insurance companies2%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Banking or thrift institutions | 3 | $327,904,425 | 0.1% | $109.3M |
| Pooled investment vehicles | 757 | $228,512,182,390 | 92.4% | $301.9M |
| Pension and profit-sharing plans | 46 | $2,522,929,072 | 1.0% | $54.8M |
| Charitable organizations | 4 | $57,063,580 | 0.0% | $14.3M |
| State or municipal government entities | 1 | $189,352,193 | 0.1% | $189.4M |
| Insurance companies | 7 | $1,731,297,402 | 0.7% | $247.3M |
| Sovereign wealth funds and foreign official institutions | 21 | $14,086,071,678 | 5.7% | $670.8M |
| Total | 839 | $247,426,800,740 | 100% | $294.9M |
- Clients
- 3
- Regulatory AUM
- $327,904,425
- Share
- 0.1%
- Avg. per client
- $109.3M
- Clients
- 757
- Regulatory AUM
- $228,512,182,390
- Share
- 92.4%
- Avg. per client
- $301.9M
- Clients
- 46
- Regulatory AUM
- $2,522,929,072
- Share
- 1.0%
- Avg. per client
- $54.8M
- Clients
- 4
- Regulatory AUM
- $57,063,580
- Share
- 0.0%
- Avg. per client
- $14.3M
- Clients
- 1
- Regulatory AUM
- $189,352,193
- Share
- 0.1%
- Avg. per client
- $189.4M
- Clients
- 7
- Regulatory AUM
- $1,731,297,402
- Share
- 0.7%
- Avg. per client
- $247.3M
- Clients
- 21
- Regulatory AUM
- $14,086,071,678
- Share
- 5.7%
- Avg. per client
- $670.8M
Total
- Clients
- 839
- Regulatory AUM
- $247,426,800,740
- Share
- 100%
- Avg. per client
- $294.9M
What it does
Amova Asset Management provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, fixed fees and performance-based fees.
Amova Asset Management advises no private funds.
99.9% of assets ($247.28B across 837 accounts) are managed with discretion; $149.9M across 2 accounts are not. 99% of clients are outside the U.S., and 2 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks61%
- Funds8%
- Bonds18%
- Sovereign bonds13%
- Investment grade corporate bonds4%
- U.S. government and agency bonds1%
- Cash3%
- Other10%
- Infrastructure debt, total return swap10%
Custodians
Amova Asset Management’s client accounts are held mainly at Sumitomo Mitsui Trust Bank, Limited., with 2% of managed assets, and The Master Trust Bank of Japan, LTD.,, with 1%. Amova Asset Management does not have custody of client assets.
- Sumitomo Mitsui Trust Bank, Limited.Sumitomo Mitsui Trust Bank, Limited. · Tokyo · $5.20B2%
- The Master Trust Bank of Japan, LTD.,The Master Trust Bank of Japan, LTD., · Tokyo · $3.12B1%
- Mufg BankMufg Bank, LTD. · Tokyo · $2.58B1%
- Sumitomo Mitsui Trust Bank, Limited.Sumitomo Mitsui Trust Bank, Limited. · London · $2.81B1%
- All other custodians$233.72B94%
Ownership and leadership
Sumitomo Mitsui Trust Group, Inc. owns 75% or more of Amova Asset Management.
- Owns 75% or more of Amova Asset Management Co., LTD.
Sumitomo Mitsui Trust Group, Inc.
Control person · since July 2019
Leadership
- Stefanie DrewsRepresentative Director, President and CEO
- Allen YanExecutive Corporate Officer, Chief Financial Officer
- Mariko MatsuiSenior Corporate Officer, Chief Compliance Officer, Cheif Legal Officer
- Kunihiro AsaiSenior Corporate Officer, Chief Risk Officer
- Olga BobrovaSenior Corporate Officer, Chief Administrative Officer
- Wendy LimOutside Director
- Seth MastersOutside Director
- Hiroko NakanishiOutside Director
- Susumu OkamuraOutside Director
- Natsuhiko OkumuraOutside Director
- Kuniyuki ShudoRepresentative Director, Executive Chairman
- Mihoko SogabeOutside Director
- Mark StoeckleExecutive Corporate Officer, Chief Investment Officer
- Tamon WatanabeOutside Director
- Richard WohankaOutside Director
- Mari YamauchiOutside Director
Staff
- 632 employees
- 152 in advisory functions
- 364 soliciting firms
Fees
Amova Asset Management is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.
Amova Asset Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Amova Asset Management has 3 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- Amova Asset Management Co., LTD.
- Headquarters
- Azabudai Hills Mori JP Tower, 1-3-1 Azabudai, Minato-Ku, Tokyo, Japan 106-0041
- Phone
- 81364476000
- Website
- Not reported
- SEC file
- 801-56686
- Structure
- corporation organized in Japan
- Fiscal year end
- March
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Amova Asset Management have?
Amova Asset Management has 839 clients and manages $247.4 billion for them, as of September 2026. They include 757 pooled investment vehicles, 46 pension and profit-sharing plans and 21 sovereign wealth funds and foreign official institutions.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 September 2026
What services does Amova Asset Management offer?
Amova Asset Management provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Amova Asset Management use?
Amova Asset Management’s separately managed account assets are held at Sumitomo Mitsui Trust Bank, Limited. (Tokyo), with $5,197,301,265, The Master Trust Bank of Japan, LTD., (Tokyo), with $3,116,083,156, Sumitomo Mitsui Trust Bank, Limited. (London), with $2,810,011,528 and Mufg Bank, LTD. (Tokyo), with $2,584,478,689. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 September 2026
How many financial advisors does Amova Asset Management have?
Amova Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 632 employees, and 152 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Amova Asset Management invest in?
At the end of its last fiscal year, Amova Asset Management’s separately managed accounts held 61% exchange-traded equities, 13% sovereign bonds, 10% infrastructure debt, total return swap, 8% pooled vehicles (private funds and similar), 4% investment grade corporate bonds, 3% cash and equivalents and 1% U.S. government and agency bonds. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Amova Asset Management?
Amova Asset Management’s direct owner is Sumitomo Mitsui Trust Group, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 September 2026
How does Amova Asset Management get paid?
Amova Asset Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file