Samjo Management provides investment advice to two private funds and separately managed accounts. SMA clients are generally high net worth individuals, families, trusts, foundations, and other entities. Samjo Management makes investment decisions for clients based on investment guidelines set forth in the Investment Management Agreement or the fund's governing documents. Samjo Management does not tailor its advisory services to individual investors in the Funds.
Fee Structure
Samjo Management manages investments for separately managed accounts, charging an annual fee ranging from 0.5% to 2.0% of the account's value, paid quarterly. Instead of a management fee, clients may opt to pay a performance-based fee of up to 15% of the account's profits each year. Fees are subject to negotiation and may be waived or reduced at Samjo Management's discretion.