Fosun Asset Management Limited provides portfolio management for institutions.
Fosun Asset Management Limited reports 8 clients. They include 5 insurance companies and 3 pooled investment vehicles. Of its assets, 100.0% ($1.49B across 26 accounts) are managed with discretion. Of its clients, 100% are outside the U.S. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 38% | 10% |
| Insurance companies | 63% | 90% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 3 | $151M | 10.1% | $50.5M |
| Insurance companies | 5 | $1.34B | 89.9% | $269M |
| Total | 8 | $1.49B | 100% | $187M |
- Clients
- 3
- Regulatory AUM
- $151M
- AUM share
- 10.1%
- Avg. per client
- $50.5M
- Clients
- 5
- Regulatory AUM
- $1.34B
- AUM share
- 89.9%
- Avg. per client
- $269M
Total
- Clients
- 8
- Regulatory AUM
- $1.49B
- AUM share
- 100%
- Avg. per client
- $187M
- Clients outside the U.S.
- 100%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Fosun Asset Management Limited is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Fosun Asset Holdings Limited owns 75% or more of Fosun Asset Management Limited and is in turn owned by Fosun International Limited (75% or more). Zewei Qian is CEO; the leadership team includes Chief Operating Officer Zhan Shen and Chief Compliance Officer Chun Pong Choi. It has 19 employees, 12 of them in advisory roles.
Leadership
- Zewei QianDirector / Chief Executive Officer
- Zhan ShenChief Operating Officer / Director
- Chun Pong ChoiCompliance / Senior Director / Chief Compliance Officer
- Sinyuan KungsenDirector
- Jie Fei WangDirector
Staff
- 19 employees
- 12 in advisory functions
- Owns 75% or more of Fosun Asset Management Limited
Fosun Asset Holdings Limited
Control person · since June 2014
- Owns 75% or more of Fosun Asset Holdings Limited
Fosun International Limited
Control person · since April 2014
- Owns 50% to 75% of Fosun International Limited
Fosun Holdings Limited
Control person · since August 2005
- Owns 75% or more of Fosun Holdings Limited
Fosun International Holdings LTD.
Control person · since May 2005
- Owns 75% or more of Fosun International Holdings LTD.
Guangchang Guo
Control person · since September 2004
Fosun Asset Management Limited’s regulatory assets grew 3.5× from $429M (June 2021) to $1.49B (March 2026); employees rose from 8 to 19.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.49B | 8 | 19 | 1 |
| March 2025 | $1.08B | 8 | 21 | 1 |
| March 2024 | $784M | 7 | 22 | 1 |
| March 2023 | $562M | 6 | 23 | 1 |
| April 2022 | $445M | 0 | 19 | 1 |
| June 2021 | $429M | 0 | 8 | 1 |
Besides its headquarters, Fosun Asset Management Limited has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Fosun Asset Management Limited
- Headquarters
- Unit 1201, Standard Chartered Bank Building, 4-4a Des Voeux Road Central, Central, Hong Kong
- Website
- fosunam.com
- Phone
- 85225092873
- SEC file
- 801-112564
- Structure
- corporation organized in Hong Kong
- Fiscal year end
- December
Fosun Asset Management Limited uses BNP Paribas S.a. ($898M, 63%), Industrial and Commercial Bank of China (Macau) Limited ($309M, 22%) and Bank of New York Mellon ($135M, 10%), among others, as custodians for its separately managed accounts. Fosun Asset Management Limited has custody of $151M in client assets for 3 clients.
- BNP Paribas S.a.BNP Paribas S.a. · Paris · $898M63%
- Bank of New York MellonBank of New York Mellon · New York, NY · $135M10%
- Industrial and Commercial Bank of China (Macau) LimitedIndustrial and Commercial Bank of China (Macau) Limited · Macau · $309M22%
- Bank of China (Hong Kong) LimitedBank of China (Hong Kong) Limited · Hong Kong · $76.5M5%
At year end, Fosun Asset Management Limited’s separately managed accounts were mostly in bonds (87%).
What the accounts hold
- Stocks7%
- Non-exchange-traded equities5%
- Exchange-traded equities2%
- Bonds87%
- Investment grade corporate bonds76%
- U.S. government and agency bonds8%
- Sovereign bonds3%
- Cash6%
How many clients does Fosun Asset Management Limited have?
Fosun Asset Management Limited has 8 clients and manages $1.49 billion for them, as of March 2026. They include 5 insurance companies and 3 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026
What services does Fosun Asset Management Limited offer?
Fosun Asset Management Limited provides portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Fosun Asset Management Limited use?
Fosun Asset Management Limited’s separately managed account assets are held at BNP Paribas S.a. (Paris), with $898M, Industrial and Commercial Bank of China (Macau) Limited (Macau), with $309M, Bank of New York Mellon (New York, NY), with $135M and Bank of China (Hong Kong) Limited (Hong Kong), with $76.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026
How many financial advisors does Fosun Asset Management Limited have?
Fosun Asset Management Limited has 0 investment adviser representatives registered with state securities authorities, out of 19 employees, and 12 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 Fosun Asset Management Limited invest in?
At the end of its last fiscal year, Fosun Asset Management Limited’s separately managed accounts held 76% investment grade corporate bonds, 8% U.S. government and agency bonds, 6% cash and equivalents, 5% non-exchange-traded equities, 3% sovereign bonds and 2% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Fosun Asset Management Limited?
Fosun Asset Management Limited is owned through a chain of holding companies by Guangchang Guo. Its direct owner is Fosun Asset Holdings Limited (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 19 March 2026
How does Fosun Asset Management Limited get paid?
Fosun Asset Management Limited is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Fosun Asset Management Limited?
Fosun Asset Management Limited’s main office is at Unit 1201, Standard Chartered Bank Building, 4-4a Des Voeux Road Central, Central, Hong Kong. Its phone number is 85225092873. Its website is fosunam.com.