Samjo Management, Llc
- Regulatory AUM
- $309M
- Discretionary
- $309M
- Clients
- 187
- Avg AUM / client
- $1.7M
- Accounts
- 189
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 103 | $123M | 39.9% |
| Pooled investment vehicles (non-investment companies) | 2 | $116M | 37.5% |
| Pension and profit sharing plans | 76 | $66.6M | 21.6% |
| Charitable organizations | 6 | $3.0M | 0.98% |
| Other | Fewer than 5 clients | $372K | 0.12% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $133M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Haff Partners, L.P. | Hedge Fund | Delaware | $71.0M | 31 |
| Samjo Partners Lp | Hedge Fund | Delaware | $62.0M | 29 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Drucker, David, J | Member | May 2023 (3y) | 25% – 50% | |
| Wiener, Allyson, S | Member | May 2023 (3y) | 25% – 50% | |
| Wiener, Andrew, Nolan | Managing Member And Chief Compliance Officer | May 2023 (3y) | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Private funds (2, $133M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Haff Partners, L.P. | Hedge Fund | $71.0M | $500K | 31 |
| Samjo Partners Lp | Hedge Fund | $62.0M | $500K | 29 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.35 MB | 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
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗