VIP Research & Management
- Company typePrivate
- Founded2003
- HeadquartersSeocho, South Korea
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
VIP Research & Management firmographics
Firmographics- Name
- VIP Research & Management
- Legal name
- (주)브이아이피자산운용
- Website
- https://vipasset.co.kr
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
VIP Research & Management industry classification
Industry- Product category
- Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (52591), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Discretionary Portfolio Management (Retail) (FSAAAAAH)
- akta.pro secondary industries
- Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
Keywords
Where VIP Research & Management is headquartered
LocationHeadquarters
- HQ city
- Seocho
- HQ country
- South Korea
- HQ region
- Asia
Offices2 records
Markets served
VIP Research & Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- 일임계약 운용보수: 고액 자산가(최소 10억원 이상)와 직접 일임계약을 체결하고 연 1.5~2.5%의 기본수수료 및 성과수수료 발생. 직접 증권계좌 주문대리인으로서 주식 투자 운용.
- 공모펀드 운용보수: 공모펀드(예: VIP한국형가치투자증권투자신탁[주식]) 판매를 통한 운용보수 수익. 총보수율 연 2.26% (운용 1.60%+판매 0.60%+기타 0.06%). 성과연동운용보수 포함.
- 사모펀드 운용보수: 전문사모운용사로서 사모펀드(최소 3억원 이상, 전문투자자 1억원 이상) 운용 보수 수익.
- 대체투자(사모) 수수료: 대체투자본부에서 Pre-IPO, Buy-out, 상장사 메자닌 등 기업투자 및 부동산 투자 상품 운용 보수.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | 기본형: 연 2.5% 기본수수료, 성과수수료 없음 |
| Hybrid | Annual | 혼합형: 연 1.5% 기본수수료 + 성과수수료(별도 문의) |
| Outcome Based/ Performance | Annual | 성과형: 기본수수료 없음, 성과수수료 있음(별도 문의) |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels5 records
VIP Research & Management product offering
Product offeringCore offering
VIP Research & Management is a Korean asset management firm offering discretionary investment services (일임), private funds (사모펀드), and public offering funds (공모펀드) built on a value-investing philosophy across five dedicated mandates: G-type (Growth, GARP), V-type (Deep Value), K-type (K-Leaders), A-type (All Season balanced), and AI-type (Alternative Investment). The firm manages client portfolios through direct securities accounts and pooled fund vehicles, with a flagship public mutual fund (VIP Korean Value Investment Fund) featuring Korea's first absolute performance-linked fee structure.
Product overview
VIP Research & Management is a Korean asset management company founded in 2003, operating as a multi-strategy investment management firm offering discretionary investment services (일임), private funds (사모펀드), and public offering funds (공모펀드). The core offering is a portfolio of five distinct investment strategies: G타입 (Growth, GARP investing in undervalued growth stocks), V타입 (Value, deep value + growth barbell strategy), K타입 (K-Leaders, strong small-cap growth), A타입 (All Season, balanced all-weather), and AI타입 (Alternative Investment, private equity/real estate). These are available through discretionary investment accounts (minimum 10억 KRW), private funds (minimum 3억 KRW), and the flagship public fund VIP한국형가치투자증권투자신탁[주식] (launched April 2023). The company also publishes educational content via VIP TV (192 video entries) and has authored six books on Korean-style value investing.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- 설정이후 수익률 120.6% (VIP한국형가치투자펀드, 설정일 2023.04.03)
- +2 more outcomes
Companies that use VIP Research & Management
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
VIP Research & Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
VIP Research & Management partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered minor and major.
- 서스틴베스트 (Sustainability Best)minor의안분석 업무 위탁 – ESG 등 의안 분석 보고서 제공 서비스 위탁. 자본시장법 제42조에 따른 위탁.
- 광주은행major공모펀드 판매사 (은행 채널) – VIP한국형가치투자증권투자신탁[주식] 등 판매.
- 국민은행major공모펀드 판매사 (은행 채널).
- 미래에셋증권major공모펀드 판매사 (증권 채널).
- 삼성증권major공모펀드 판매사 (증권 채널).
- NH투자증권major공모펀드 판매사 (증권 채널).
- 삼성생명major공모펀드 판매사 (보험 채널).
- 교보생명major공모펀드 판매사 (보험 채널).
- 키움증권major공모펀드 판매사 (증권 채널).
- 한국투자증권major공모펀드 판매사 (증권 채널).
- 하나금융투자major공모펀드 판매사 (증권 채널).
- 하나디엠(주)minor고객 분기보고서 발송 업무 위탁. 개인정보 취급 위탁 – 보고서 발송계약.
Scale indicators7 records
Recent moves9 records
Expansion highlights3 records
VIP Research & Management competitors and assessment
Company assessmentBroad incumbents
- Samsung Asset Management: Major Korean asset manager affiliated with Samsung Group offering equity, fixed income, and alternative products to retail and institutional clients. Comparable to VIP as a multi-strategy Korean AM competing for Korean retail fund flows, but with greater balance-sheet support and a larger passive product shelf.
- NH-Amundi Asset Management: Joint venture between NH Financial Group and Amundi, the largest Korean fund manager by AUM with broad active and passive offerings. Comparable as a Korean AM whose retail and institutional funds compete for allocations within the same bank and securities firm distribution channels VIP uses.
- KB Asset Management: KB Financial Group's asset management arm, one of Korea's largest domestic asset managers offering equity, fixed income, and alternative products. Overlaps with VIP on Korean active equity retail funds and institutional mandates, with the advantage of bank-channel distribution alignment.
- Mirae Asset Global Investments: Korea's largest asset manager and a global AM player with multi-strategy offerings across active and passive. Comparable to VIP as a Korean-headquartered multi-strategy asset manager serving retail and institutional clients, though at meaningfully larger scale and with broader international distribution.
- Franklin Templeton Investments: Global asset manager with deep value-investing heritage (Templeton, Mutual Series) and a long-running focus on undervalued equities. Shares VIP's value-oriented investment philosophy and bottom-up research approach, but operates globally and at substantially larger scale.
Direct peers
- 한국투자신탁운용 (Korea Investment Trust Management): Korea-focused active asset manager offering diversified domestic equity and balanced strategies to retail and institutional clients. Similar to VIP in scale and Korean active-management orientation, providing direct competition for Korean active equity mandates.
- Tweedy, Browne Company: US-based boutique asset manager applying Benjamin Graham / Warren Buffett-style value investing principles to global equities for over 90 years. Highly comparable to VIP in philosophy (deep value, bottom-up research, long-term orientation) and boutique scale, though operating in US/global markets rather than Korea.
Others
- 한국투자공사 (Korea Investment Corporation, KIC): Korea's sovereign wealth fund manager. VIP was selected as an entrusted overseas sovereign wealth fund operator, and KIC allocates to Korean active managers including for stewardship purposes. An institutional allocator relationship rather than competitor, but a key client reference and channel for institutional mandates.
- Berkshire Hathaway (Investment Portfolio): The archetypal value-investing vehicle cited explicitly in VIP's marketing and published books. Not a direct competitor but a foundational reference point: VIP positions its strategy as 'Korean-style Buffett investing,' sharing philosophy and multi-decade horizon orientation.
Emerging players
- 해외 가치투자 전문 자산운용사 (예: Third Avenue, Longleaf, Pzena): Global deep-value boutique managers practicing bottom-up, fundamentally-driven value investing in equities. Conceptually aligned with VIP's G/V/K-leader strategies in applying Graham-Buffett frameworks, but focused on US/global markets rather than Korean equities.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
VIP Research & Management social profiles
Digital presenceVIP Research & Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
VIP Research & Management leadership team
Management profileNumber of profiles
Profiles6 records
VIP Research & Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
VIP Research & Management M&A and investment
M&A and investmentM&A
Investments5 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about VIP Research & Management
What does VIP Research & Management do?
VIP Research & Management is a Korean asset management firm offering discretionary investment services (일임), private funds (사모펀드), and public offering funds (공모펀드) built on a value-investing philosophy across five dedicated mandates: G-type (Growth, GARP), V-type (Deep Value), K-type (K-Leaders), A-type (All Season balanced), and AI-type (Alternative Investment). The firm manages client portfolios through direct securities accounts and pooled fund vehicles, with a flagship public mutual fund (VIP Korean Value Investment Fund) featuring Korea's first absolute performance-linked fee structure.
Is VIP Research & Management a public or private company?
VIP Research & Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was VIP Research & Management founded?
VIP Research & Management was founded in 2003. It employs 11 to 50 people.
Where is VIP Research & Management based?
VIP Research & Management is headquartered in Seocho, South Korea, in the Asia region.
How does VIP Research & Management make money?
Four revenue lines are on record. 일임계약 운용보수 is the primary driver. The others are 공모펀드 운용보수, 사모펀드 운용보수 and 대체투자(사모) 수수료.
Who are VIP Research & Management's main competitors?
Broad incumbents on record are Samsung Asset Management, NH-Amundi Asset Management, KB Asset Management, Mirae Asset Global Investments and Franklin Templeton Investments. Direct peers are 한국투자신탁운용 (Korea Investment Trust Management) and Tweedy, Browne Company. Others are 한국투자공사 (Korea Investment Corporation, KIC) and Berkshire Hathaway (Investment Portfolio). 해외 가치투자 전문 자산운용사 (예: Third Avenue, Longleaf, Pzena) is listed as an emerging player.
Does VIP Research & Management have an API?
No public API is recorded for VIP Research & Management.
What industry is VIP Research & Management in?
VIP Research & Management's product category is Asset Management. Its primary akta.pro industry code is FSAAAAAH, Discretionary Portfolio Management (Retail), with a secondary code of FSAAAAAO, Investor Education, Research & Portfolio Analytics Services (Retail). Its NAICS code is 523940 and its SIC code is 6282.