SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LIMITED

CRD 301509File 801-116710

APPROVED

Filing as of Jun 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$177.71B

Top 10% of cohort (national)

Discretionary AUM

$167.61B

Non-discretionary $10.10B

Clients

1,340

1,340 accounts

Employees

1,022

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: HQ
Registration date: May 28, 2019
Principal office: TORANOMON HILLS BUSINESS TOWER 26F, 1-17-1 TORANOMON, MINATO-KU, TOKYO, 105-6426
Phone: 81-3-6205-0200
Website: https://www.youtube.com/smdam

Assets & accounts

ADV Item 5F

Total regulatory AUM: $177.71B
Discretionary AUM: $167.61B
Non-discretionary AUM: $10.10B
Discretionary accounts: 1,320
Non-discretionary accounts: 20
Total accounts: 1,340
AUM per client: $132.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	107	$21.57B
Pooled investment vehicles	823	$105.50B
Banking or thrift institutions	40	$15.55B
Pension and profit sharing plans	370	$35.10B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.