| Total AUM | $300.82B |
| Discretionary | $300.77B100% of AUM |
| Non-Discretionary | $46.9M |
| Client Accounts | 1,631 |
| Avg Account Size | $184.4M |
| Employees | 460 |
| Peak AUM | $300.82BMar 2026 |
| AUM CAGR | +8.9% /yrover 14 yrs · 31 filings |
Total AUM
$300.8B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $300.8B | +23.1% | +8.6% | +2.1% | |
| Discretionary AUM | $300.8B | +23.0% | +8.6% | +2.1% | |
| Non-Disc. AUM | $47M | +228.4% | +91.1% | +47.7% | |
| Total Accounts | 2k | +8.6% | +4.9% | +2.4% | |
| Avg Account Size | $184M | +13.3% | +3.5% | 0.3% | |
| Employees | 460 | +3.4% | +1.7% | +5.4% | |
| AUM / Employee | $654M | +19.0% | +6.8% | 3.1% | |
Client AUM Segments | |||||
| Institutional AUM | $130.3B | +9.0% | 0.9% | 4.8% | |
| Fund / Pooled AUM | $168.8B | +36.9% | +19.2% | +10.3% | |
| Other AUM | $54M | +154.2% | 25.1% | 18.5% | |
Client Count Segments | |||||
| Institutional | 29 | +7.4% | 6.8% | 6.6% | |
| Pooled / Fund | 1k | +12.0% | +8.2% | +4.1% | |
| Total AUM | $300.82B |
| Discretionary | $300.77B |
| Employees | 460 |
| Client Accounts | 1631 |
| Client Range | 0 |
Address
11, SEOCHO-DAERO 74-GIL
SEOUL 06620
Korea, South
Phone
82-2-3774-7554
Filing History
31 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$300.8B
100.0% of AUM
Non-Discretionary
$47M
0.0% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago