# Samjo Management, LLC

> Samjo Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 326808
- Filed as: SAMJO MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326808
- AdvisorCensus page: https://advisorcensus.com/firm/samjo-management-llc-new-york-ny-326808

## Quick answers

**How is Samjo Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Samjo Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**What does Samjo Management, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Samjo Management, LLC located?**
Samjo Management, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Samjo Management, LLC registered with the SEC or a state?**
Samjo Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326808.

**How much does Samjo Management, LLC manage?**
Samjo Management, LLC reports $308,816,379 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Samjo Management, LLC's assets and staff changed since 2023?**
In the Form ADV data for Samjo Management, LLC: Regulatory assets under management: $321,000,000 in the October 2023 data and $308,816,379 in the October 2026 data, down 4%. Total employees: 3 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Samjo Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (103); pension and profit sharing plans (but not the plan participants or government pension plans) (76); charitable organizations (6).

**Does Samjo Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326808

**What changed in Samjo Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $347,099,739 to $308,816,379 (-11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)

> SMA Clients are generally charged an annual management fee (payable quarterly) that ranges between 0.5% to 2.0%.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $308,816,379
- Discretionary: $308,816,379
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 103 | $123,104,835 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $115,654,699 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 76 | $66,645,795 |
| Charitable organizations | 6 | $3,038,850 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | Fewer than 5 | $372,200 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $321,000,000 | 3 | September 21, 2023 |
| October 2024 | $339,560,766 | 3 | March 27, 2024 |
| October 2025 | $347,099,739 | 3 | March 17, 2025 |
| October 2026 | $308,816,379 | 3 | March 23, 2026 |

Regulatory assets under management: $321,000,000 in the October 2023 data and $308,816,379 in the October 2026 data, down 4%.
Total employees: 3 in October 2023 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $347,099,739 to $308,816,379 (-11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Samjo Management, LLC (CRD 326808): Form ADV filing data as of October 2026.