LEE, KIMUN

LEE, KIMUN of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 118512). Regulatory assets under management: $37.8M.

Registration

• CRD: 118512
• Type: Registered investment adviser
• Location: 50 CALIFORNIA STREET, SAN FRANCISCO, CA, 94111
• Phone: 415-421-9686
• Latest filing: 2026-03-20
• Regulatory AUM: $37.8M
• Discretionary AUM: $37.8M
• Clients: 1
• Accounts: 59

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 118512 on SEC IAPD (source of record)
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