Yim Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Honolulu, HI. Its latest Form ADV filing, dated March 25, 2026, reports $308M in regulatory assets under management, 7 employees, and 1,595 accounts.
Assets Under Management
$308M
Employees
7
Offices
--
Total Clients
523
Primary office
HONOLULU, HI
1950 YOUNG STREET SUITE 288, HONOLULU, HI, United States
Top client segmentIndividuals represent 79.9% of total clients.
Top client categories% of clientsClients
1
Individuals
79.9%
418
2
HNWI
20.1%
105
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$308Mas of March 25, 2026
Discretionary92.9%
$286M
93% of total RAUM92.9%
Non-discretionary7.1%
$22M
7% of total RAUM7.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$308M
Total Accounts1,595
10Y AUM Change+$154M (+100.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee75:1
10Y Employee Change+1 (+16.7%)
* 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.