Korea Investment Management Co., Ltd. is a large advisory firm based in Seoul. It manages $40.68 billion of regulatory assets for 1,328 client accounts. It has been registered with the SEC as an adviser since 2014.
Korea Investment Management Co. provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, publication of newsletters, and management and distribution of collective investment scheme. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as collective investment scheme managed by kim.
The assets under management (AUM) of Korea Investment Management Co., Ltd. is $40.68 billion. The firm's AUM has grown by 36% since the beginning of its operation, and $40.68 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Korea Investment Management Co., Ltd. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, pooled investment vehicles, and state or municipal government entities. The largest group of clients of Korea Investment Management Co. is pooled investment vehicles with 1,171 clients and $23.81 billion of assets under management. Among the 10 most similar advisory firms, Korea Investment Management Co. has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $33.89 billion for 1,317 clients. 100% of the firm’s clients are foreign persons or businesses.
Korea Investment Management Co. doesn't advise any private funds.
The company employs 263 people that are either part- or full-time employees. 46 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Hae Man Yang has served as the Chief Investment Officer since 1 Jan 2018 and Hong Rae Cho is the Chief Executive Officer of Korea Investment Management Co., Ltd. family office. In Hee Choi joined the executive team most recently as the Chief Compliance Officer.
The principal office where Korea Investment Management Co., Ltd. performs its advisory services is located at 88, Uisadang Daero, Yeongdeungpo Gu, Seoul, 150 745, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 82-2-3276-5046 or by fax 82-2-3276-4896. The normal business hours are 8:00 to 18:00 (kst) on Monday - Friday. You can find more information about the New York firm at kim.co.kr.