Samjo Management, LLC

Samjo Management, LLC is a financial advisor firm established in April 2004, based in New York, NY. The firm specializes in providing investment advisory services to private funds and separately managed accounts for high net worth individuals, families, trusts, foundations, and other entities. The firm's investment strategy focuses on long-biased investments with a value-driven approach, aiming to provide enhanced absolute and relative returns while minimizing capital risk over a five-year horizon. For the private funds, Samjo Management charges a 1.0% annual management fee and a 15% performance allocation based on net capital appreciation. The firm may also charge SMA clients an annual management fee ranging from 0.5% to 2.0% or a performance-based fee of up to 15% of realized and unrealized profits. Clients of Samjo Management have minimum investment requirements of $500,000 for the private funds and a minimum account size of $1,000,000 for separately managed accounts. The firm exercises investment discretion for both the funds and separately managed accounts, making decisions based on the investment guidelines set forth in the relevant agreements. Samjo Management has not been subject to any disciplinary actions and has adopted a Code of Ethics to ensure ethical conduct. The firm utilizes soft dollars for research and brokerage services and aggregates trades for efficient execution. Additionally, Samjo Management has custody of client funds and securities and has implemented proxy voting policies to act in the best interests of clients. As of December 31, 2024, the firm had $347,099,739 of regulatory assets under management, managed on a discretionary basis.