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Minyoung Sohn

Advisor at Blue Room Investment Advisors

Updated today
Blue Room Investment Advisors logo

Firm

Blue Room Investment Advisors

Location

Denver, CO 80223

Credentials

CFA®

Industry experience

2 years

About

Minyoung Sohn is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Blue Room Investment Advisors since 2019. Prior to this, Sohn worked at ArrowMark Partners from 2008 to 2019. Outside of advisory work, Sohn is the managing member of Blue Room Real Estate and Blue Room Housing, which develops affordable housing solutions. Blue Room Investment Advisors provides discretionary investment management primarily to privately offered pooled vehicles, family offices, and institutions, with additional services for high-net-worth individuals. The firm manages a multi-strategy hedge fund focused on U.S. equity and equity-related securities, employing a fundamental growth analysis approach with concentrated long and short positions, options, derivatives, and digital currencies.

Client services

Based on Blue Room Investment Advisors

Portfolio management

Expertise

Based on Blue Room Investment Advisors

Active portfolio management Options & derivatives strategies Concentrated stock management Real estate investing

Occupation focus

Based on Blue Room Investment Advisors

Founder/Business Owner

Fee options

Percentage

1.00% annually for Separately Managed Accounts (SMA)

Performance-based

10% of profits (including unrealized gains) for Private Funds with a high-water mark provision

Other

Account minimum: No set minimum account size to open or maintain an account for SMA Clients; High net worth individuals defined as having total assets of at least $5 million or investible assets of at least $1 million

Location

490 S. Santa Fe Dr., Unit E

Denver, CO 80223

Most active in

Colorado

Work history

Blue Room Investment Advisors

2019 - Present (7 years)

ArrowMark Partners

2008 - 2019 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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