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SOMPO ASSET MANAGEMENT CO., LTD.
CRD 286479File 801-110538
APPROVED
Filing as of Jun 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$25.39B
Top 10% of cohort (national)
Discretionary AUM
$25.39B
Clients
541
541 accounts
Employees
204
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- May 24, 2017
- Principal office
- KYORITSU NIHONBASHI BLDG., 2-2-16 NIHONBASHI, CHUO-KU, TOKYO, 1030027
- Phone
- 81-3-5290-3400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $25.39B
- Discretionary AUM
- $25.39B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 541
- Non-discretionary accounts
- 0
- Total accounts
- 541
- AUM per client
- $46.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $102.7M |
| Insurance companies | 8 | $1.92B |
| Other investment advisers | 3 | $301.6M |
| Pooled investment vehicles | 295 | $11.79B |
| Banking or thrift institutions | Fewer than 5 | $14.9M |
| Pension and profit sharing plans | 220 | $11.26B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 202 | 204 | increased by2 |
| Jul 1, 2026 | Clients | 530 | 541 | increased by11 |
| Jul 1, 2026 | AUM | $27,893,921,497 | $25,390,591,585 | decreased by$2,503,329,912 |
| Jul 1, 2026 | Accounts | 530 | 541 | increased by11 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 191 | 202 | increased by11 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 503 | 530 | increased by27 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $26,230,608,303 | $27,893,921,497 | increased by$1,663,313,194 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 503 | 530 | increased by27 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 180 | 191 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 362 | 503 | increased by141 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $30,833,608,676 | $26,230,608,303 | decreased by$4,603,000,373 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 389 | 503 | increased by114 |
| Jul 1, 2022 | Employees | 173 | 180 | increased by7 |
| Jul 1, 2022 | Clients | 320 | 362 | increased by42 |
| Jul 1, 2022 | AUM | $34,224,457,290 | $30,833,608,676 | decreased by$3,390,848,614 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SOMPO ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SOMPO ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.