Meritz Asset Management Co., Ltd. (Seoul)


Meritz Asset Management Co., Ltd. is an adviser based in Seoul. It manages $3.4 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015.

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Meritz Asset Management Co. provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Meritz Asset Management Co.: assets under management

The assets under management (AUM) of Meritz Asset Management Co., Ltd. is $3.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.4 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Meritz Asset Management Co., Ltd. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Jung Ho Cho Sole major shareholder 1 Sep 2015 50% - 75% 6577569

Based in Seoul

The principal office where Meritz Asset Management Co., Ltd. performs its advisory services is located at Gye Dong Building,, Seoul, 03051, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +82-2-6320 3000 or by fax +82-2-6320-3009. The normal business hours are 9am-6pm on Monday - Friday. You can find more information about the New York firm at meritzam.com.