San Francisco, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)Association of Asian American Investment Managers, founded in 2017, is a community nonprofit in the Community Improvement sector that reported $1.9M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $1.7M left a modest 11% surplus.
Founded in the Year 2006, the Association of Asian American Investment Managers AAAIM is a national trade association dedicated to the advance of AAPIs Asian Americans & Pacific-Islanders in the asset management industry. AAAIM supports those trying to access top positions at major investment firms while also promoting an entrepreneurial route for investment managers that start their own firms. AAAIM is committed to providing an association that creates an educational forum for sharing expertise within the AAPI investment community to build a pipeline of next generation leaders by encouraging more AAPI students to enter the field and to serve as a catalyst for strategic relationships between AAPI managers and institutional investors.
All other achievements
Supporting Career Education for Underserved College Students) AAAIM?s second year of Accelerate Externship provided an interactive, hybrid program for underrepresented students interested in the...
Supporting Career Education for Underserved College Students) AAAIM?s second year of Accelerate Externship provided an interactive, hybrid program for underrepresented students interested in the field of investment management to develop skills needed to apply for internships, networking, and better prepare them for the workforce. AAAIM?s Externship is an intensive 7-day hybrid program in the summer, offering externs an experiential learning opportunity. The externship accepts a small group of up to 30 undergraduate college students, selected through an application-based process. Externs will engage in professional development training focusing on resume building, interviewing techniques, and relationship building, while interacting with investment and finance professionals, heads of Human Resources and Talent, and industry veterans. At the end of the externship, AAAIM facilitated mentorship connections and shares potential industry opportunities for externs. This program is open to all undergraduate students to apply, with a special emphasis on supporting students coming from modest income families or non-target institutions. In 2024, we had 24 universities and colleges represented, 30 externs accepted with 45% identifying as female, and 65% received a financial stipend directly from AAAIM to attribute to expenses/costs associated with the program.
Research and Education) Since our initial study in 2020 with Bella Private Markets, AAAIM continues to expand its research efforts to bring awareness of the barriers faced by AAPI professionals in...
Research and Education) Since our initial study in 2020 with Bella Private Markets, AAAIM continues to expand its research efforts to bring awareness of the barriers faced by AAPI professionals in the investment management industry. Our 2024 research introduced two groundbreaking reports: The State of AAPIs in Venture Capital and Opportunities for AAPI Emerging Managers in Institutional Investment. Through these two reports, we build upon previous findings and examining further the representation at each stage of ones career across the investment management industry. The State of AAPIs in Venture Capital study, in partnership with UC Berkeley Sutardja Center for Entrepreneurship and Technology (SCET) and DECODE, explored the representation and experiences of Asian American professionals in the Venture Capital industry, bringing to light the disparities and underrepresentation in leadership, funding access, and career progression. Some revelations from our research include a low, single-digit percentage of representation ? only 3.3% of VC funds are AAPI owned and that the path to promotion and becoming an investing partner takes 41% longer (AAPI professionals worked in junior roles for an average of 3 years, 10 months. Non-AAPI professionals were promoted in 2 years, 9 months). Our final research from 2024, Opportunities for AAPI Emerging Managers in Institutional Investment, in partnership with Bella Private Markets, revealed a concerning issue on allocation and access from institutional investors to emerging manager programs, specifically those of AAPI identity. Our key findings from the report state that AAPI-owned firms are often not explicitly included in emerging manager programs with diversity criteria, at 30%, in addition to only 2.7% are actively AAPI-owned fund investments in portfolios of investors with emerging manager initiatives.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $1,921,346 | $1,767,969 | +0.1% |
| Expenses | $1,705,316 | $1,413,826 | +0.2% |
| Net Income | $216,030 | $354,143 | -0.4% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| Jim Park | CEO | 40.00 |
Officer
|
$354,882 | $0 | $354,882 |
| Catherine Canlas | Vice President | 40.00 |
Officer
|
$100,368 | $0 | $100,368 |
| Brenda Chia | Chairman | 1.00 |
Director
|
$0 | $0 | $0 |
| Gordon Liao | Chairman | 1.00 |
Director
|
$0 | $0 | $0 |
| William Park | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Prashant Mehrotra | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Susan Soh | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| David Lam | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Johnny Wu | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Sanjiv Shah | Chairman | 1.00 |
Director
|
$0 | $0 | $0 |
| Suzanne Wong | Treasurer | 1.00 |
Director
|
$0 | $0 | $0 |
| York Lo | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Deepa Patil Madhani | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Sammy Suzuki | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Sona Menon | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| David Sheng | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | $1,921,346 | $1,705,316 | $2,228,584 | $216,030 |
| 2023 | $1,767,969 | $1,413,826 | $1,790,136 | $354,143 |
| 2022 | $1,477,064 | $1,379,247 | $1,438,911 | $97,817 |
| 2021 | $951,076 | $815,709 | $1,237,344 | $135,367 |
| 2020 | $373,635 | $331,894 | $1,099,729 | $41,741 |
| 2019 | $29,393 | $128,075 | $992,986 | $-98,682 |
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