Positive Delta Asset Management LLC logo

Positive Delta Asset Management LLC

Updated today

Client assets under management

$32,636,540

Clients

65

11% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

22

Low

Average account size

$502,101

About

Positive Delta Asset Management LLC advises individual (including high‑net‑worth) and institutional clients through separately managed accounts. The firm offers a Global Alpha multi‑asset ETF managed portfolio strategy and a customized portfolio management service that can use ETFs and individual securities to meet client objectives.

The Global Alpha strategy typically holds no more than 15 positions across equities, fixed income, commodities, currencies and real estate, balancing roughly two‑thirds strategic (longer‑term) and one‑third tactical (shorter‑term) exposures. Portfolio construction emphasizes low inter‑asset correlations and uses parametric value‑at‑risk and other quantitative measures to set position limits and hedge downside, while tactical decisions draw on momentum, fundamental analysis and some technical inputs to pursue incremental alpha.

A distinctive feature for a firm of this size is an explicit affiliation with an outside law firm (the firm’s general counsel is a partner at Lee Anav Chung White Kim Ruger & Richter LLP), and the firm also offers a performance‑based fee option to qualified clients in addition to standard asset‑based billing. The firm highlights transparency in execution and reporting—client assets remain in each client’s custodial account and portfolios are managed to model allocations to address potential allocation conflicts.

Client services

Portfolio management

Expertise

Passive / index investing Active portfolio management Options & derivatives strategies Real estate investing

Fee options

Project-based

$200.00 per hour

Performance-based

Up to 20.0% of Net New Profits (high-water mark), calculated quarterly, available to Qualified Clients only

Other

Account minimum: $250,000

Main office location

Positive Delta Asset Management LLC

520 S. Grand Ave., Suite 1070

Los Angeles CA 90071, United States

Number of offices

1

Most active in

California

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Donald K

Series 63, Series 65

Los Angeles, CA

Positive Delta Asset Management LLC

Donald Kim is a financial advisor at Positive Delta Asset Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gemstone, a consulting service company for small businesses, where he serves as principal. Positive Delta Asset Management LLC provides separately managed account services to individual and institutional clients, offering a Global Alpha multi-asset ETF portfolio and customized portfolio management. The firm manages approximately $28.8 million on a discretionary basis and uses quantitative models and value-at-risk monitoring to manage exposure across various asset classes.

Passive / index investing Active portfolio management Options & derivatives strategies Real estate investing
user avatar

Andi K

CFA®, Series 63

Los Angeles, CA

Positive Delta Asset Management LLC

Andi Kim is a CFA® charterholder with 20 years of industry experience, currently serving as Chief Investment Officer at Positive Delta Asset Management LLC and a partner at AK Financial Holdings since 2011. Prior to this, Kim has been involved with Gb Positivedelta Asset Management since 2005 and Think Wealth, LLC since 2020. Outside of Positive Delta, Kim dedicates significant time to AK Financial Holdings, a CFTC-registered commodity pool operator. Positive Delta Asset Management LLC provides separately managed accounts to individual and institutional clients, managing approximately $28.8 million across about 69 accounts. The firm offers a Global Alpha multi-asset ETF portfolio and customized management strategies, employing quantitative models and risk monitoring to manage diversified exposures.

Passive / index investing Active portfolio management Options & derivatives strategies Real estate investing
user avatar

Han C

Series 63, Series 65

Los Angeles, CA

Positive Delta Asset Management LLC

Han Cho is a financial advisor with Positive Delta Asset Management LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Positive Delta since 2011. Outside of advisory work, he holds a California real estate broker license and has been involved with real estate brokerage activities. Positive Delta Asset Management provides separately managed account services to individual and institutional clients, offering a Global Alpha multi-asset ETF strategy and customized portfolio management. The firm manages client assets using quantitative models and maintains transparency through client-held custody arrangements.

Passive / index investing Active portfolio management Options & derivatives strategies Real estate investing
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