Investment adviser · CRD 173365
KOREA INVESTMENT VALUE ASSET MANAGEMENT
Investment adviser filing (IA)
KOREA INVESTMENT VALUE ASSET MANAGEMENT CO., LTD.
SEOUL, Korea, South · Form ADV filed Mar 27, 2019
- Regulatory AUM
- $3.64B Form ADV · Item 5.F
- Client accounts
- 63 Accounts, not individual clients
- Employees
- 55 Reported in this filing
- Advisory professionals
- 16 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 |
|---|---|---|---|
| Other clients | 20 | $2,725,281,306 | 74.9% |
| Insurance companies | 6 | $572,709,526 | 15.7% |
| Retirement plans | Fewer than 5 | $148,328,193 | 4.1% |
| Corporations & businesses | Fewer than 5 | $119,824,803 | 3.3% |
| Government entities | Fewer than 5 | $35,832,757 | 1.0% |
| Banks & thrifts | Fewer than 5 | $30,136,094 | 0.8% |
| Individuals | Fewer than 5 | $6,580,403 | 0.2% |
Filing source
Form ADV 1294550 · Mar 27, 2019 · 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: Mar 27, 2019. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Publication of newsletters
Compensation
Percentage of assets · Performance-based
Principal office
70, YEOUI-DAERO, YE ONGDEUNGPO-GUSEOUL, 07325, Korea, South
CRD 173365
Filing source
Form ADV 1294550 · Mar 27, 2019 · 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.