← Directory
SAMJO MANAGEMENT, LLC
CRD 326808File 801-128117
APPROVED
Retail clients
Custody
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$308.8M
Below cohort median (national)
Discretionary AUM
$308.8M
Clients
187
189 accounts
Employees
3
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 6, 2023
- Principal office
- 880 THIRD AVENUE, 16TH FLOOR, NEW YORK, NY, 10022
- Phone
- 212-419-3924
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $308.8M
- Discretionary AUM
- $308.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 189
- Non-discretionary accounts
- 0
- Total accounts
- 189
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 6 | $3.0M |
| High net worth individuals | 103 | $123.1M |
| Pooled investment vehicles | 2 | $115.7M |
| Pension and profit sharing plans | 76 | $66.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This 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.