Sumitomo Mitsui Ds Asset Management Company, Limited

Overview

Sumitomo Mitsui Ds Asset Management Company, Limited is a foreign-owned institutional registered investment adviser that provides portfolio management primarily to institutional clients and pooled investment vehicles. The firm is organized as a corporation and has been SEC-registered since 2019. Its advisory work emphasizes portfolio management for pooled vehicles and for businesses or institutional balance sheets rather than retail wealth management. The firm charges a mix of percentage-of-AUM, fixed, and performance-based fees, consistent with managing institutional mandates and pooled funds. It is not identified as an active ESG investor and does not present itself as a multi-state or pension consultant adviser. Corporate affiliations include relationships with broker-dealers, other investment advisers, banking or thrift institutions, and trust companies; the firm also sponsors limited partnerships and acts as sponsor/GP of pooled investment vehicles.

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Public Holdings

Investments & Alternatives