Fosun Asset Management Limited
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 8
- Avg AUM / client
- $187M
- Accounts
- 26
- Employees
- 19
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $151M | 10.1% |
| Insurance companies | 5 | $1.3B | 89.9% |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Guo, Guangchang | Shareholder | Sep 2004 (22y) | ≈ 15.82% – 75% via Fosun International Holdings Ltd. | |
| Kungsen, Sinyuan | Director | Jul 2017 (9y) | Less than 5% | |
| Shen, Zhan | Chief Operating Officer / Director | Nov 2020 (6y) | Less than 5% | |
| Li, Tao | Director | May 2022 (4y) | Less than 5% | |
| Wang, Jie Fei | Director | May 2022 (4y) | Less than 5% | |
| Liu, Hao Miao | Executive Director, Legal | Jun 2022 (4y) | Less than 5% | |
| Choi, Chun Pong | Compliance / Senior Director / Chief Compliance Officer | Dec 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fosun Asset Holdings Limited | Shareholder | Jun 2014 | A | 75% or more |
| Fosun International Holdings Ltd. | Shareholder | May 2005 | B | ≈ 21.09% – 75% via Fosun Holdings Limited |
| Fosun International Limited | Shareholder | Apr 2014 | B | ≈ 56.25% – 100% via Fosun Asset Holdings Limited |
| Fosun Holdings Limited | Shareholder | Aug 2005 | B | ≈ 28.13% – 75% via Fosun International Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Guo, Guangchang: 75% – 100% of Fosun International Holdings Ltd. × 75% – 100% of Fosun Holdings Limited × 50% – 75% of Fosun International Limited × 75% – 100% of Fosun Asset Holdings Limited × 75% – 100% direct ≈ 15.82% – 75% of the firm
- Fosun International Holdings Ltd.: 75% – 100% of Fosun Holdings Limited × 50% – 75% of Fosun International Limited × 75% – 100% of Fosun Asset Holdings Limited × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Fosun International Limited: 75% – 100% of Fosun Asset Holdings Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Fosun Holdings Limited: 50% – 75% of Fosun International Limited × 75% – 100% of Fosun Asset Holdings Limited × 75% – 100% direct ≈ 28.13% – 75% of the firm
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 | 1.1 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
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Bnp Paribas $898M (60% of AUM) Mar 2026
- Industrial And Commercial Bank Of China $309M (21% of AUM) Mar 2026
- Caixa Geral De Depositos $181M (23% of AUM) Mar 2024
- BNY Mellon $135M (9% of AUM) Mar 2026
- Hauck & Aufhaeuser Privatbankiers Ag $130M (23% of AUM) Mar 2023
- Bank Of China Limited $76.5M (5% of AUM) Mar 2026
- Bank Of China Hong Kong $76.5M (5% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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) ↗