TRUSTON ASSET MANAGEMENT
TRUSTON ASSET MANAGEMENT CO., LTD. Legal Name
Adviser information for TRUSTON ASSET MANAGEMENT last updated from Form ADV on February 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Korea, South |
Employees
| Total Number of Employees | 92 |
|---|---|
| Investment Advisory/Research | 37 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 152 | $8.1B |
| Non-Discretionary | 1 | $701,972 |
| Total | 153 | $8.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | <5 | $21.8M |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 146 | $4.7B |
| Pension and profit sharing plans | <5 | $39.8M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | <5 | $3.3B |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 99 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-74536 |
|---|---|
| SEC ERA File Number | 801-74536 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 161610 |
| Legal Entity Identifier | None |
Principal Office
10, TTUKSEOM-RO 1-GIL, SEONGDONG-GUSEOUL
Korea, South
Monday - Friday, 9:00 - 6:00
Tel: 82-2-6308-0500, Fax: 82-2-6308-0688
Websites
Chief Compliance Officer
IN SOO YOO
10, TTUKSEOM-RO 1-GIL, SEONGDONG-GU
SEOUL
Korea, South
Tel:
+82-2-6308-0500
Fax:
+82-2-6308-0688
I****@***************M
(Full email address available in API data)
Regulatory Contact
UI JUNG AHN
MANAGER
10, TTUKSEOM-RO 1-GIL, SEONGDONG-GU
SEOUL
Korea, South
Tel:
+82-2-6308-0584
Fax:
+82-2-6308-0688
U****@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HWANG, SUNG TAEK | Individual | – | PRESIDENT AND CO- CEO | 04/2001 | 50-75% |
| KIM, YOUNG HO | Individual | – | VICE PRESIDENT AND CO- CEO | 06/2006 | < 5% |
| YOO, IN SOO | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2019 | < 5% |