CSOP ASSET MANAGEMENT LIMITED

RIASEC RegisteredEst. 2014
Total AUM
$25.9B
Discretionary
$25.8B
100% of AUM
Avg account
$336M
Accounts
77
Employees
145
Advisory reps
10

Firm details

Headquarters
CENTRAL,
CRD number
170206
Registered since
February 11, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other99.45%
  • Insurance Companies0.39%
  • Other Investment Advisers0.13%
  • Corporations / Businesses0.03%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Csop Asset Management Limited is an institutional-focused investment manager that concentrates its activity on listed equity markets and pooled investment vehicles. The firm provides portfolio management for pooled funds as well as bespoke mandates for businesses and institutional clients. Its fee model combines assets-under-management fees with performance-based fees, a structure that supports both index-style and active, outcome-driven strategies. Csop shows a clear preference for liquid, exchange-traded instruments and designs portfolios to meet institutional mandates rather than retail household relationships. The adviser is not positioned as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 91%, Cash & Cash Equivalents 9%91%
  • Exchange Traded Equities91%
  • Cash & Cash Equivalents9%

Owners & executives

3 of 3
  • CHEN WANG

    Deputy COOCRD 7884443

  • BAKER ZHOU

    Chief Financial OfficerCRD 6760774

  • CHEN DING

    Chief Executive OfficerCRD 4376427

Contacts

3 of 7
  • CAI ZHONGPING

    DirectorCRD 6459756

  • CHEN LI

    Director of the ManagerCRD 8234756

  • YANG XIAOSONG

    DirectorCRD 6459755

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CENTRAL, null

Location

CENTRAL, null

Headquartered in CENTRAL, null.

Address
28012803 Two Exchange Sq
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth