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 institutional registered investment adviser organized as a corporation and SEC-registered since 2014. The firm serves an institutional client base and provides portfolio management for pooled investment vehicles. Its fee arrangements combine a percentage-of-assets model with performance-based fees, and it does not position itself as a capital allocator. The firm is owned by a mix of foreign-entity and individual ownership interests and is not described as an active ESG investor or a multi-state adviser. Industry affiliations indicate involvement across other investment-advice activities and links to banking or thrift institutions, insurance companies, and sponsor/GP or managing-member roles for pooled vehicles, suggesting the firm both manages pooled vehicles and interacts with institutional financial counterparties.

Assets & Accounts

Investments & Alternatives

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

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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

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