| Total AUM | $747.6M |
| Discretionary | $729.6M98% of AUM |
| Non-Discretionary | $18.0M |
| Client Accounts | 17 |
| Avg Account Size | $44.0M |
| Employees | 13 |
| Peak AUM | $747.6MJun 2025 |
| AUM CAGR |
Total AUM
$748M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $748M | +13.1% | +27.7% | +17.6% | |
| Discretionary AUM | |||||
| Total AUM | $747.6M |
| Discretionary | $729.6M |
| Employees | 13 |
| Client Accounts | 17 |
Address
9F, 25 EUNHAENG-RO, YEONGDEUNGPO-GU
SEOUL 07238
Korea, South
Phone
-4672
Filing History
16 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$730M
97.6% of AUM
Non-Discretionary
$18M
2.4% of AUM
Disc. mix ▲ 2.2pp vs 1 year ago
No related registrations reported
| $730M |
| +15.8% |
| +36.9% |
| +25.4% |
| Non-Disc. AUM | $18M | 41.3% | 37.7% | 28.7% |
| Total Accounts | 17 | 37.0% | 13.2% | +4.0% |
| Avg Account Size | $44M | +79.6% | +47.1% | +13.1% |
| Employees | 13 | +8.3% | +2.7% | 0.0% |
| AUM / Employee | $58M | +4.4% | +24.3% | +17.6% |
Client AUM Segments | |||||
| Wealth AUM | $5M | 42.7% | 16.6% | +22.0% | |
| Institutional AUM | $518M | +19.9% | +25.5% | +15.6% | |
| Fund / Pooled AUM | $225M | +1.8% | +36.3% | +23.6% | |
Client Count Segments | |||||
| Pooled / Fund | 5 | 0.0% | 14.5% | 3.6% | |