Shanghai Fosun Chuangfu Equity Investment Management Company

RIASEC RegisteredEst. 2014
Total AUM
$2.2B
Discretionary
$2B
95% of AUM
Avg account
$58.3M
Accounts
37
Employees
65
Advisory reps
12

Firm details

Headquarters
Shanghai,
CRD number
170015
Registered since
February 6, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Shanghai Fosun Chuangfu Equity Investment Management Company is an SEC-registered investment adviser that manages pooled investment vehicles for institutional clients. The firm operates as a portfolio manager and also acts in sponsor and GP roles for pooled vehicles, indicating hands-on involvement in fund structuring and manager selection. Its fee model combines a percentage-of-AUM charge with performance-based fees, which aligns incentives for active management and for vehicles that pursue higher-return alternative strategies. The adviser is organized as a corporation with foreign-entity/individual ownership. It is not positioned as a broad capital allocator; instead, its core activity centers on managing and sponsoring pooled funds. The firm does not present itself as an active ESG investor and is not registered as a multi-state adviser or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Xingrong Tao

    CLO AssociateCRD 6281935

Contacts

3 of 11
  • Xin Xu

    DirectorCRD 7358476

  • Jun Yu

    SupervisorCRD 6932822

  • Yong Ouyang

    DirectorCRD 7358475

Unlock 8 more contacts

Wealth teams

FINTRX

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

Shanghai, null

Location

Shanghai, null

Headquartered in Shanghai, null.

Address
17th Floor Tower S1 600 Zhongshan No 2 Rd E
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth