Clients
Bosera Asset Management (international) Co., Limited serves 51 clients, 46 of them pooled investment vehicles. The average client has about $339 million with the firm.
- Banking or thrift institutions12%
- Pooled investment vehicles46 clients82%
- Pension and profit-sharing plans3 clients2%
- State or municipal government entities2 clients4%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Banking or thrift institutions | Not reported | $2,053,682,536 | 11.9% | — |
| Pooled investment vehicles | 46 | $14,148,148,612 | 82.0% | $307.6M |
| Pension and profit-sharing plans | 3 | $365,777,478 | 2.1% | $121.9M |
| State or municipal government entities | 2 | $696,136,974 | 4.0% | $348.1M |
| Total | 51 | $17,263,745,600 | 100% | $338.5M |
- Clients
- Not reported
- Regulatory AUM
- $2,053,682,536
- Share
- 11.9%
- Avg. per client
- —
- Clients
- 46
- Regulatory AUM
- $14,148,148,612
- Share
- 82.0%
- Avg. per client
- $307.6M
- Clients
- 3
- Regulatory AUM
- $365,777,478
- Share
- 2.1%
- Avg. per client
- $121.9M
- Clients
- 2
- Regulatory AUM
- $696,136,974
- Share
- 4.0%
- Avg. per client
- $348.1M
Total
- Clients
- 51
- Regulatory AUM
- $17,263,745,600
- Share
- 100%
- Avg. per client
- $338.5M
What it does
Bosera Asset Management (international) Co., Limited provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
Bosera Asset Management (international) Co., Limited advises no private funds.
100.0% of assets ($17.26B across 54 accounts) are managed with discretion. 100% of clients are outside the U.S., and 3 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks97%
- Bonds2%
- Cash1%
Custodians
Bosera Asset Management (international) Co., Limited has custody of $13.99B for 29 clients.
- All other custodians$17.26B100%
Ownership and leadership
Bosera Asset Management Co., Limited owns 75% or more of Bosera Asset Management (international) Co., Limited.
- Owns 75% or more of Bosera Asset Management (international) Co., Limited
Bosera Asset Management Co., Limited
Control person · since March 2010
- Owns 75% or more of Bosera Asset Management Co., Limited
China Merchants Securities Co., Limited
Control person · since February 1999
- Owns 50% to 75% of China Merchants Securities Co., Limited
Shenzhen Chu Yuan Investment Development Company LTD.
Control person · since January 2023
- Owns 25% to 50% of China Merchants Securities Co., Limited
China Merchants Steam Navigation Co., Limited
Control person · since August 2013
- Owns 25% to 50% of Bosera Asset Management Co., Limited
China Greatwall Asset Management Corporation
Control person · since July 1998
- Owns 50% to 75% of China Greatwall Asset Management Corporation
Ministry of Finance of the People'S Republic of China
Control person · since October 1999
- Owns 75% or more of Bosera Asset Management (international) Co., Limited
China Merchants Group Limited
Control person · since August 2013
- Owns 75% or more of China Merchants Group Limited
State-Owned Assets Supervision and Administration Commission of State Council, PRC
Control person · since August 2013
- Owns 25% to 50% of Bosera Asset Management (international) Co., Limited
China Merchants Fund Management Co., LTD.
Control person · since January 2023
- Owns 50% to 75% of China Merchants Fund Management Co., LTD.
China Merchants Bank Co., LTD.
Control person · since January 2023
- Owns 75% or more of China Merchants Bank Co., LTD.
China Merchants China Direct Investments Limited
Control person · since January 2023
- Owns 25% to 50% of China Merchants China Direct Investments Limited
Good Image Limited
Control person · since January 2023
- Owns 75% or more of Good Image Limited
CMF Holdings Limited
Control person · since January 2023
- Owns 75% or more of CMF Holdings Limited
China Merchants Financial Holdings Co., LTD.
Control person · since January 2023
- Owns 50% to 75% of China Merchants Bank Co., LTD.
Verise Holdings Company Limited
Control person · since January 2023
- Owns 75% or more of Verise Holdings Company Limited
Cnic Corporate Limited
Control person · since January 2023
- Owns 50% to 75% of China Merchants Bank Co., LTD.
China Merchants Holdings (hong Kong) Company Limited
Control person · since January 2023
Leadership
- Shaodong LIANDirector
- Zhiming OUDirector
- Guozhen PanHead of Risk, Legal and Compliance
- Huifeng WUDirector
- Peng ZengDirector
- Yi ZHOUDirector
Staff
- 68 employees
- 15 in advisory functions
Fees
Bosera Asset Management (international) Co., Limited is paid through a percentage of assets under management and performance-based fees.
Bosera Asset Management (international) Co., Limited’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Bosera Asset Management (international) Co., Limited has 0 offices, with 1 listed address with no US state reported.
Other business names
Bosera Asset Management (international) Co., Limited has reported 1 other business name to the SEC.
- N/A
Registration details
- Legal name
- Bosera Asset Management (international) Co., Limited
- Headquarters
- Suite 4109, Jardine House, One Connaught Place, Central, Hong Kong, Hong Kong
- Phone
- 85225376658
- Website
- Not reported
- SEC file
- 801-78507
- Structure
- other (specify) organized in Hong Kong
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Bosera Asset Management (international) Co., Limited have?
Bosera Asset Management (international) Co., Limited has 51 clients and manages $17.3 billion for them, as of April 2026. They include 46 pooled investment vehicles, 3 pension and profit-sharing plans and 2 state or municipal government entities.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 April 2026
What services does Bosera Asset Management (international) Co., Limited offer?
Bosera Asset Management (international) Co., Limited provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Bosera Asset Management (international) Co., Limited have?
Bosera Asset Management (international) Co., Limited has 0 investment adviser representatives registered with state securities authorities, out of 68 employees, and 15 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bosera Asset Management (international) Co., Limited invest in?
At the end of its last fiscal year, Bosera Asset Management (international) Co., Limited’s separately managed accounts held 97% exchange-traded equities, 2% investment grade corporate bonds and 1% cash and equivalents. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bosera Asset Management (international) Co., Limited?
Bosera Asset Management (international) Co., Limited is owned through a chain of holding companies by Ministry of Finance of the People'S Republic of China, State-Owned Assets Supervision and Administration Commission of State Council, PRC, China Merchants Steam Navigation Co., Limited, Cnic Corporate Limited, China Merchants Holdings (hong Kong) Company Limited, and 2 others. Its direct owners are Bosera Asset Management Co., Limited (75% or more), China Merchants Fund Management Co., LTD. (25% to 50%) and China Merchants Group Limited (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 2 April 2026
How does Bosera Asset Management (international) Co., Limited get paid?
Bosera Asset Management (international) Co., Limited is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file