Csop Asset Management Limited
- Regulatory AUM
- $25.9B
- Discretionary
- $25.8B
- Clients
- 77
- Avg AUM / client
- $336M
- Accounts
- 77
- Employees
- 145
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | 1 | $34.5M | 0.13% |
| Insurance companies | 1 | $99.9M | 0.39% |
| Corporations and other businesses | 2 | $7.2M | 0.03% |
| Other | 73 | $25.7B | 99.5% |
People (10)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Zhang, Gaobo | Director | Feb 2008 (19y) | Less than 5% | |
| Ding, Chen | Chief Executive Officer | Feb 2013 (14y) | Less than 5% | |
| Cai, Zhongping | Director | Apr 2014 (12y) | Less than 5% | |
| Wong, Michelle | Chief Compliance Officer, Chief Legal Officer | Oct 2014 (12y) | Less than 5% | |
| Zhou, Gang | Chief Financial Officer | Jul 2015 (11y) | Less than 5% | |
| Liu, Zhiwei | Director | Nov 2017 (9y) | Less than 5% | |
| Yang, Xiaosong | Director | Nov 2017 (9y) | Less than 5% | |
| Zhou, Yi | Director | Nov 2017 (9y) | Less than 5% | |
| Zhu, Yundong | Director | Jun 2022 (4y) | Less than 5% | |
| Wang, Chen | Deputy Coo | Nov 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| China Southern Asset Management Co. Ltd. | Shareholder | Jul 2008 | A | 50% – 75% |
| Kingston Smart Limited | Shareholder | Jul 2019 | A | 25% – 50% |
| Wealthink Ai Innovation Capital Limited | Shareholder | Jul 2008 | A | 10% – 25% |
| State Owned Assets Supervision And Management Commission Of Shenzhen Municipal People's Government | Shareholder | Apr 2008 | B | 75% or more of Shenzhen Investment Holdings Co., Ltd. (indirect) |
| Huatai Securities Co., Ltd. | Shareholder | Apr 2008 | B | 25% – 50% of China Southern Asset Management Co., Ltd. (indirect) |
| Shenzhen Investment Holdings Co., Ltd. | Shareholder | Apr 2008 | B | 25% – 50% of China Southern Asset Management Co., Ltd. (indirect) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $42.0M (0% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗