Anda Asset Management Co, Ltd.

RIASEC RegisteredEst. 2012
Total AUM
$650M
Discretionary
$591M
91% of AUM
Avg account
$8.9M
Accounts
73
Employees
31
Advisory reps
5

Firm details

Headquarters
Seoul,
CRD number
165123
Registered since
September 25, 2012
Custodians
WOORI BANK, KEB HANA BANK
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles70.7%
  • Pension & Profit Sharing Plans14.49%
  • Investment Companies6.92%
  • Other4.07%
  • Banking / Thrift Institutions3.26%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Anda Asset Management Co., Ltd. is a Korea-associated investment manager that operates as a multifaceted fund manager with active hedge fund and real estate strategies. The firm serves both individual/family and institutional clients and combines discretionary portfolio management with management of pooled investment vehicles. Its business model includes both a percentage-of-AUM fee and performance-based fees, and it also lists commodity pool/CTA activity among its business lines, indicating experience running specialized pooled strategies in addition to traditional asset management. Investment activity centers on liquid public equity exposure alongside a meaningful footprint in alternative strategies. The firm runs multiple private funds and allocates capital to external alternative managers in hedge funds, real estate and private credit. That mix suggests a dual approach: core equity management through separately managed accounts (SMAs) and traded vehicles, paired with higher-fee, less liquid allocations through the firm’s own funds and third-party alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 83%, Investment Grade Corp Bonds 9%, Cash & Cash Equivalents 7%, Other 1%83%
  • Exchange Traded Equities83%
  • Investment Grade Corp Bonds9%
  • Cash & Cash Equivalents7%
  • Other1%

Owners & executives

3 of 4
  • Dae Joong Kim

    CIOCRD 8221849

  • Dae Il Kim

    Chief Compliance OfficerCRD 8058638

  • Daniel Perez

    Daniel Perez

    Co-CEOCRD 6157185

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Contacts

1 of 1
  • Kwon Uk Choi

    ShareholderCRD 6110804

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Seoul, null

Location

Seoul, null

Headquartered in Seoul, null.

Address
9th Floor Sb Tower
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth