Firm profile

SAMSUNG ASSET MANAGEMENT (NEW YORK), INC.

NEW YORK, NYCRD 133827Latest ADV March 25, 2026

Samsung Asset Management (New York), Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 25, 2026, reports $8.2B in regulatory assets under management, 13 employees, and 25 accounts.

Assets Under Management
$8.2B
Employees
13
Offices
--
Total Clients
<5
Primary office
NEW YORK, NY
152 WEST 57TH STREET, 9TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOJennifer H. Shin
CFOPark N. Houkee
CIOJin A N. Lee

Advisory services offered

4 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for investment companies

Fee models offered

1 types reported
Asset based fees
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentInsurance Cos. represent 50.0% of total clients.
Top client categories% of clientsClients
1
Insurance Cos.
50.0%
2
2
Investment Cos.
25.0%
1
3
Other Advisers
25.0%
1
Categories with <5 clients
Insurance companies<5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$8.2Bas of March 25, 2026
Discretionary100.0%
$8.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$8.2B
Total Accounts25
10Y AUM Change+$6.0B (+269.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees13
Clients per Employee0:1
10Y Employee Change+6 (+85.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.