Sg Pacific Asset Management Inc (New York)


Sg Pacific Asset Management Inc is a large advisory firm based in New York. It manages $1.07 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2001.

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

Sg Pacific Asset Management: assets under management

The assets under management (AUM) of Sg Pacific Asset Management Inc is $1.07 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.07 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $152.64 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sg Pacific Asset Management Inc 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.

Careers at Sg Pacific Asset Management Inc

Kazuya Ishibashi has been acting as President since 1 Apr 2001. Akio Mizuta joined the executive team most recently as the President.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Sg Yamaichi Asset Management Co Ltd Sole stockholder 1 Mar 1981 75% - 100% 110712
George M C Dole Executive vice president 1 Jan 1995 Other 2006966
Tokuo Ukon Director 1 Apr 2000 Other 4393371
Kazuya Ishibashi President 1 Apr 2001 Other 4393021
Akio Mizuta President 1 Jan 2002 Other 4503250

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Societe Generale Asset Management S.A. Parent of sg yamaichi asset management co., ltd. 1 Jan 1998 75% - 100% foreign
Societe Generale S.A. Parent of societe generale asset management s.a. 1 Jan 1998 75% - 100% 521128875

Based in New York

The principal office where Sg Pacific Asset Management Inc performs its advisory services is located at 560 Lexington Avenue, New York, NY 10022, 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 212-278-5822 or by fax 212-278-5893. The normal business hours are 09:00am-05:00pm on Monday - Friday.