Kyobo Life Asset Management (America) Co., Ltd.
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 1
- Avg AUM / client
- $1.5B
- Accounts
- 1
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Insurance companies | 1 | $1.5B | 100.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Shin, Chang Jae | Shareholder | Jun 2013 (13y) | ≈ 18.75% – 50% via Kyobo Life Insurance Co., Ltd. | |
| Son, Jinhoon | Chief Compliance Officer | Oct 2023 (3y) | Less than 5% | |
| Kim, Hee Seok | President | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kyobo Life Insurance Co., Ltd. | Sole Member | Jul 1996 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Shin, Chang Jae: 25% – 50% of Kyobo Life Insurance Co., Ltd. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 979 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- J.P. Morgan $1.5B (100% of AUM) May 2026
- BNY Mellon $235M (11% of AUM) Sep 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗