DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Daniel Yung Kim
Chartered Financial Analyst
Feed of 09/14/2026
At current firm
0 y
since Apr 8, 2026
In the industry
14 y
since Jul 1, 2012 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
2
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Penserra Global Investors LLC institutional currentsince Apr 8, 2026 · Hunts Point, Wa
- Penserra Wealth Management independent RIA currentsince Apr 8, 2026 · Hunts Point, Wa
- Saturna Capital Corporation asset managerNov 28, 2023 to Apr 15, 2026 · Bellingham, Wa
- Blackcrane Capital formerMay 19, 2021 to Mar 6, 2023 · Hunts Point, Wa
- Blackcrane Capital formerJan 2, 2013 to Dec 31, 2019 · Hunts Point, Wa
Moves
a registration end followed by a registration begin elsewhere
- Saturna Capital Corporation to Penserra Global Investors LLCleft Apr 15, 2026, registered Apr 8, 2026 (-7 days) · Other
- Blackcrane Capital to Saturna Capital Corporationleft Mar 6, 2023, registered Nov 28, 2023 (267 days) · Other
Signals
- Daniel Yung Kim left Saturna Capital Corporation for Penserra Global Investors Llc (registered 2026-04-08)Apr 15, 2026 · Advisor changed firm · fact
- Daniel Yung Kim left Blackcrane Capital for Saturna Capital Corporation (registered 2023-11-28)Mar 6, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Institutional managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address