Fosun Asset Management Limited

RIASEC RegisteredEst. 2018

Total AUM

$1.5B

Discretionary

$1.5B

100% of AUM

Avg account

$57.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Hong Kong,
CRD number: 288360
Registered since: March 2, 2018
Website: www.fosunam.com
Custodians: BNP PARIBAS SECURITIES CORP., INDUSTRIAL AND COMMERCIAL BANK OF CHINA FINANCIAL SERVICES LLC, THE BANK OF NEW YORK MELLON, BANK OF CHINA (HONG KONG) LIMITED
Fee structure: Percentage of AUM
Client types: Insurance Companies89.86%
Pooled Investment Vehicles10.14%
Services: Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Fosun Asset Management Limited is a corporation that provides portfolio management services to institutional clients. The firm registered with the SEC in 2018 and operates under a percentage-of-AUM fee model. Ownership is identified as involving foreign entity and individual interests. Its stated advisory activity is portfolio management for businesses or institutions, and it is not positioned as an active ESG investor, pension consultant, or multi-state adviser. Fosun also appears in roles tied to pooled investment vehicles and brokerage/futures affiliations, indicating involvement beyond pure advisory work.