DB Advisory America, Limited(ltd) provides portfolio management for institutions.
DB Advisory America, Limited(ltd) reports 3 insurance companies. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $1.3B across 3 accounts are not. Of its clients, 100% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Insurance companies | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Insurance companies | 3 | $1.3B | 100.0% | $433M |
| Total | 3 | $1.3B | 100% | $433M |
- Clients
- 3
- Regulatory AUM
- $1.3B
- AUM share
- 100.0%
- Avg. per client
- $433M
Total
- Clients
- 3
- Regulatory AUM
- $1.3B
- AUM share
- 100%
- Avg. per client
- $433M
- Clients outside the U.S.
- 100%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
DB Advisory America, Limited(ltd) is paid through fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
DB Insurance Co., LTD. owns 75% or more of DB Advisory America, Limited(ltd). The leadership team of DB Advisory America, Limited(ltd) includes President Yong Ook Park. It has 2 employees.
Leadership
- Yong Ook ParkPresident and Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Kyung-suk Juhn
- Yong Ook Park
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of DB Advisory America, Limited(ltd)
DB Insurance Co., LTD.
Control person · since July 2020
DB Advisory America, Limited(ltd)’s regulatory assets grew Infinity× from $0 (May 2021) to $1.3B (January 2026); employees rose from 1 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $1.3B | 3 | 2 | 1 |
| March 2025 | $1.09B | 3 | 3 | 1 |
| February 2024 | $1.2B | 2 | 3 | 1 |
| February 2023 | $882M | 2 | 1 | 1 |
| March 2022 | $641M | 2 | 1 | 1 |
| May 2021 | $0 | 0 | 1 | 1 |
Besides its headquarters, DB Advisory America, Limited(ltd) has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 551 5th Avenue, Suite 1922, New YorkHQ
Contact and registration details
- Legal name
- DB Advisory America, Limited(ltd)
- Headquarters
- 551 5th Avenue, Suite 1922, New York, NY 10176-1906
- Website
- Not reported
- Phone
- 917-261-4798
- SEC file
- 801-121559
- Structure
- New York corporation
- Fiscal year end
- December
DB Advisory America, Limited(ltd) uses Bank of Hawaii ($1B) as custodian for its separately managed accounts. DB Advisory America, Limited(ltd) does not have custody of client assets.
- Bank of HawaiiBank of Hawaii · Honolulu, HI · $1B100%
At year end, DB Advisory America, Limited(ltd)’s separately managed accounts were mostly in bonds (70%) and funds (30%).
What the accounts hold
- Funds30%
- Bonds70%
- Investment grade corporate bonds40%
- U.S. government and agency bonds27%
- State and local bonds3%
How many clients does DB Advisory America, Limited(ltd) have?
DB Advisory America, Limited(ltd) has 3 clients and manages $1.3 billion for them, as of January 2026. They include 3 insurance companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 January 2026
What services does DB Advisory America, Limited(ltd) offer?
DB Advisory America, Limited(ltd) provides portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does DB Advisory America, Limited(ltd) use?
DB Advisory America, Limited(ltd)’s separately managed account assets are held at Bank of Hawaii (Honolulu, HI), with $1B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 January 2026
How many financial advisors does DB Advisory America, Limited(ltd) have?
DB Advisory America, Limited(ltd) has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 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 DB Advisory America, Limited(ltd) invest in?
At the end of its last fiscal year, DB Advisory America, Limited(ltd)’s separately managed accounts held 40% investment grade corporate bonds, 30% pooled vehicles (private funds and similar), 27% U.S. government and agency bonds and 3% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns DB Advisory America, Limited(ltd)?
DB Advisory America, Limited(ltd)’s direct owner is DB Insurance Co., LTD. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 January 2026
How does DB Advisory America, Limited(ltd) get paid?
DB Advisory America, Limited(ltd) is paid through fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact DB Advisory America, Limited(ltd)?
DB Advisory America, Limited(ltd)’s main office is at 551 5th Avenue, Suite 1922, New York, NY 10176-1906. Its phone number is 917-261-4798.