SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LIMITED

Overview

Sumitomo Mitsui Ds Asset Management Company, Limited is a corporation that provides institutional investment management, registered with the SEC in 2019. The firm is owned by a mix of foreign-entity and individual ownership and describes its client base as institutional. Its advisory focus includes portfolio management for pooled investment vehicles and for businesses or institutional clients. Compensation structures include percentage-of-AUM fees, fixed fees and performance-based arrangements. The firm reports it is not an active ESG investor and does not operate as a multi-state adviser. Beyond investment management, the firm maintains a range of industry relationships: affiliations include broker‑dealer activity, operation as another type of investment adviser, ties to banking or thrift institutions, trust company functions, and roles as sponsor or managing member of pooled vehicles and limited partnerships (excluding certain pooled investment vehicles).

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Investments & Alternatives