CRD: 134775
Positive Delta Asset Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-04-2005
- Office Locations
- 3
Office Locations
About Positive Delta Asset Management LLC
Positive Delta Asset Management LLC is a Los Angeles-based registered investment adviser serving retail and institutional clients with discretionary asset management and portfolio construction. The firm emphasizes asset allocation using ETFs as a core vehicle, alongside cash and fixed income exposures, and has experience across alternative strategies including real estate and hedge funds. Custody is primarily with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
DONALD DONG YOUNG KIM
Chief Executive Officer
- CRD
- #2944832
- Ownership
- 50% but less than 75%
HARRY HYUN WOONG KIM
Chief Compliance Officer, Chief Investment Officer
- CRD
- #5879027
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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HAN JOO CHO
--
- CRD
- #4137728
ANDI KIM
Partner
- CRD
- #2309800
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,763,412 | $133,333 |
| Non-Discretionary | $0 | -- |
| Total | $32,763,412 | $133,333 |
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Separately Managed Accounts
Total SMA Asset: $32,763,412
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $996,831,874 | 15.0% |
| Cash | $1,123,097,244 | 16.9% |
| U.S. Government/Agency | $1,721,196,368 | 25.9% |
| Corporate - Investment Grade | $491,770,391 | 7.4% |
| Municipal Bonds | $624,681,307 | 9.4% |
| Corporate - Non-Investment Grade | $1,687,968,640 | 25.4% |
| Total | $6,645,545,824 | 100.0% |