Wealth Manager
    SEC Registered
    Manages Private Funds

    Yim Investment Management, LLC

    Registered investment advisor · Honolulu, Hawaii · CRD #136984

    Assets Under Management
    $308M
    Client Accounts
    1,595
    Employees
    7
    CRD Number
    136984
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Yim Investment Management, LLC

    Yim Investment Management, LLC is a SEC-registered investment advisory firm headquartered in Honolulu, Hawaii, managing approximately $308M in regulatory assets across 1,595 client accounts. The firm's full regulatory record is filed with the SEC under CRD #136984.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Yim Investment Management, LLC

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    Frequently Asked Questions

    What is Yim Investment Management, LLC's AUM?

    Yim Investment Management, LLC reports approximately $308M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Yim Investment Management, LLC headquartered?

    Yim Investment Management, LLC is headquartered in Honolulu, Hawaii.

    What is Yim Investment Management, LLC's CRD number?

    Yim Investment Management, LLC's CRD number is 136984. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Yim Investment Management, LLC manage?

    Yim Investment Management, LLC manages approximately 1,595 client accounts according to its latest SEC filing.

    Is Yim Investment Management, LLC SEC registered?

    Yes, Yim Investment Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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