Clients
Samsung Asset Management serves 1,063 clients, 1,030 of them pooled investment vehicles. The average client has about $283 million with the firm.
- Pooled investment vehicles1,030 clients56%
- Insurance companies20 clients40%
- OtherBanking or thrift institutions, Pension and profit-sharing plans, State or municipal government entities, Other investment advisers, Sovereign wealth funds and foreign official institutions, Corporations and other businesses4%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Banking or thrift institutions | 2 | $1,692,561,706 | 0.6% | $846.3M |
| Pooled investment vehicles | 1,030 | $168,784,920,083 | 56.1% | $163.9M |
| Pension and profit-sharing plans | 1 | $601,452,293 | 0.2% | $601.5M |
| State or municipal government entities | 3 | $2,051,543,905 | 0.7% | $683.8M |
| Other investment advisers | 2 | $54,404,358 | 0.0% | $27.2M |
| Insurance companies | 20 | $120,180,819,778 | 40.0% | $6.01B |
| Sovereign wealth funds and foreign official institutions | 1 | $3,261,737,728 | 1.1% | $3.26B |
| Corporations and other businesses | 4 | $4,189,852,780 | 1.4% | $1.05B |
| Total | 1,063 | $300,817,292,631 | 100% | $283.0M |
- Clients
- 2
- Regulatory AUM
- $1,692,561,706
- Share
- 0.6%
- Avg. per client
- $846.3M
- Clients
- 1,030
- Regulatory AUM
- $168,784,920,083
- Share
- 56.1%
- Avg. per client
- $163.9M
- Clients
- 1
- Regulatory AUM
- $601,452,293
- Share
- 0.2%
- Avg. per client
- $601.5M
- Clients
- 3
- Regulatory AUM
- $2,051,543,905
- Share
- 0.7%
- Avg. per client
- $683.8M
- Clients
- 2
- Regulatory AUM
- $54,404,358
- Share
- 0.0%
- Avg. per client
- $27.2M
- Clients
- 20
- Regulatory AUM
- $120,180,819,778
- Share
- 40.0%
- Avg. per client
- $6.01B
- Clients
- 1
- Regulatory AUM
- $3,261,737,728
- Share
- 1.1%
- Avg. per client
- $3.26B
- Clients
- 4
- Regulatory AUM
- $4,189,852,780
- Share
- 1.4%
- Avg. per client
- $1.05B
Total
- Clients
- 1,063
- Regulatory AUM
- $300,817,292,631
- Share
- 100%
- Avg. per client
- $283.0M
What it does
Samsung Asset Management provides portfolio management for pooled vehicles, portfolio management for institutions, pension consulting and selecting other managers. It is paid through a percentage of assets and performance-based fees.
Samsung Asset Management provided financial planning to 0 clients last fiscal year and advises 1 private funds.
Nearly all assets ($300.77B across 1,630 accounts) are managed with discretion; $46.9M across 1 account is not. 100% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks3%
- Funds11%
- Registered funds6%
- Pooled vehicles5%
- Bonds84%
- Sovereign bonds64%
- Investment grade corporate bonds19%
- U.S. government and agency bonds1%
- Cash1%
- Other1%
- Derivatives1%
Custodians
Samsung Asset Management does not have custody of client assets.
- All other custodians$300.82B100%
Ownership and leadership
Samsung Life Insurance Co., LTD. owns 75% or more of Samsung Asset Management.
- Owns 75% or more of Samsung Asset Management Company, LTD.
Samsung Life Insurance Co., LTD.
Control person · since December 1999
Leadership
- Younsik ChoiDirector
- Yongmin KimDirector
- Seung Yeop LeeDirector
- Seong Lin NADirector
- Kim UhseogDirector/CEO
- Jongsik YooClo/CCO
Staff
- 460 employees
- 365 in advisory functions
- 1 soliciting firm
Fees
Samsung Asset Management is paid through a percentage of assets under management and performance-based fees.
Samsung 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, Samsung Asset Management has 0 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- Samsung Asset Management Company, LTD.
- Headquarters
- 11, Seocho-Daero 74-Gil, Seocho-Gu, Seoul, Korea, South 06620
- Phone
- 82237747554
- Website
- Not reported
- SEC file
- 801-73197
- Structure
- corporation organized in Korea, South
- Fiscal year end
- December
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 Samsung Asset Management have?
Samsung Asset Management has 1,063 clients and manages $300.8 billion for them, as of April 2026. They include 1,030 pooled investment vehicles, 20 insurance companies and 4 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 April 2026
What services does Samsung Asset Management offer?
Samsung Asset Management provides portfolio management for pooled vehicles, portfolio management for institutions, pension consulting and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Samsung Asset Management have?
Samsung Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 460 employees, and 365 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 Samsung Asset Management invest in?
At the end of its last fiscal year, Samsung Asset Management’s separately managed accounts held 64% sovereign bonds, 19% investment grade corporate bonds, 6% registered funds (mutual funds, ETFs, BDCs), 5% pooled vehicles (private funds and similar), 3% exchange-traded equities, 1% U.S. government and agency bonds, 1% derivatives and 1% cash and equivalents. It advises 1 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Samsung Asset Management?
Samsung Asset Management’s direct owner is Samsung Life Insurance Co., LTD. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 April 2026
How does Samsung Asset Management get paid?
Samsung Asset Management is paid through a percentage of assets under management 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