Sumitomo Mitsui Ds Asset Management Company, Limited

Overview

Sumitomo Mitsui Ds Asset Management Company, Limited operates as an institutional registered investment adviser focused on managing portfolios for pooled investment vehicles and for businesses or institutional clients. The firm is structured as a corporation with foreign/individual ownership and serves an institutional client base. Its fee arrangements include percentage-of-AUM billing, fixed fees and performance-based fees, and it does not identify as an active ESG investor. The firm is registered with the SEC (since 2019) and is classified as an institutional RIA rather than a multi-state or newly formed adviser. The firm also holds multiple industry affiliations: it is connected with broker-dealers, other investment advisers, banking or thrift institutions, trust companies, and acts as a sponsor, general partner or managing member of pooled investment vehicles. Those operating roles suggest the firm runs or sponsors private pooled structures in addition to providing advisory management for institutional accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices