Positive Delta Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$32,636,540
Clients
65
Advisors
3
across 3 offices
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
Expertise
Fee options
$200.00 per hour
Up to 20.0% of Net New Profits (high-water mark), calculated quarterly, available to Qualified Clients only
Account minimum: $250,000
Main office
See office520 S. Grand Ave., Suite 1070
Los Angeles CA 90071
Advisors at this office
1
Offices (3)
Most active in
California
Also doing business as
Gb Positive Delta Asset Management, LLC · Gb Positive Delta Asset Managent, LLC · Positive Delta Asset Management LLC · Positive Delta Asset Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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.
Andi K
CFA®, Series 63
Los Angeles, CA
Positive Delta Asset Management LLC
Andi Kim is a CFA® charterholder with 21 years of industry experience. He is a partner and Chief Investment Officer at Positive Delta Asset Management LLC, having been involved with the firm since 2005. Prior to that, he worked at Think Wealth, LLC from 2020 to 2022. Kim also serves as a partner at AK Financial Holdings, a CFTC-registered commodity pool operator. Positive Delta Asset Management LLC advises individual and institutional clients through separately managed accounts, offering a Global Alpha multi-asset ETF strategy and customized portfolio management. The firm utilizes quantitative measures and a combination of strategic and tactical exposures to manage risk and pursue incremental alpha.
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.
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