SAMJO MANAGEMENT, LLC

RIASEC RegisteredEst. 2023

Total AUM

$309M

Discretionary

$309M

100% of AUM

Avg account

$1.6M

Accounts

189

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 326808
Registered since: June 6, 2023
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI39.86%
Pooled Investment Vehicles37.45%
Pension & Profit Sharing Plans21.58%
Charitable Organizations0.98%
Other0.12%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Samjo Management, LLC is a privately owned LLC that operates as a hedge-fund style adviser. The firm registered with the SEC in 2023 and reports an individual owner structure. Its client mix includes both individual/family clients and institutional investors. Samjo provides portfolio management for individuals and small businesses as well as for pooled investment vehicles, and it serves as sponsor, general partner and managing member for pooled funds it operates. Its fee schedule includes percentage-of-AUM fees, fixed fees and performance-based fees, which aligns with its hedge-fund orientation. The firm does not identify as an active ESG investor and is not described as a multistate adviser.