Investment adviser · CRD 281567
KB ASSET MANAGEMENT CO., LTD.
Investment adviser filing (IA)
SEOUL, Korea, South · Form ADV filed Apr 25, 2018
- Regulatory AUM
- $50.7B Form ADV · Item 5.F
- Client accounts
- 596 Accounts, not individual clients
- Employees
- 217 Reported in this filing
- Advisory professionals
- 115 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 1,095 | $33,025,373,712 | 65.1% |
| Insurance companies | 155 | $11,798,054,435 | 23.3% |
| Retirement plans | 35 | $4,781,784,234 | 9.4% |
| Government entities | Fewer than 5 | $915,438,768 | 1.8% |
| Banks & thrifts | Fewer than 5 | $162,286,997 | 0.3% |
| Corporations & businesses | 1 | $59,114,699 | 0.1% |
| Individuals | Fewer than 5 | $0 | 0.0% |
| High-net-worth individuals | Fewer than 5 | $0 | 0.0% |
| Investment companies | 1 | $0 | 0.0% |
| Charities | Fewer than 5 | $0 | 0.0% |
| Other investment advisers | Fewer than 5 | $0 | 0.0% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 1209103 · Apr 25, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 25, 2018. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Performance-based
Principal office
25F, 70, YEOUI-DAERO, YEONGDEUNGPO-GUSEOUL, 07325, Korea, South
CRD 281567
Filing source
Form ADV 1209103 · Apr 25, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.