SHANGHAI FOSUN CHUANGFU EQUITY INVESTMENT MANAGEMENT COMPANY

CRD 170015File 801-79015

APPROVED

Filing as of Mar 12, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$2.16B

Top 25% of cohort (national)

Discretionary AUM

$2.04B

Non-discretionary $115.2M

Clients

37 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: HQ
Registration date: Feb 6, 2014
Principal office: 17TH FLOOR, TOWER S1, 600 ZHONGSHAN NO. 2 ROAD (E), SHANGHAI, 200010
Phone: +86-21-23155941
Website: HTTP://WWW.FOSUNCAPITAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.16B
Discretionary AUM: $2.04B
Non-discretionary AUM: $115.2M
Discretionary accounts: 36
Non-discretionary accounts: 1
Total accounts: 37
AUM per client: $58.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pooled investment vehicles	37	$2.16B

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	69	65	decreased by4
Apr 1, 2026	Clients	32	37	increased by5
Apr 1, 2026	AUM	$2,184,215,880	$2,156,302,887	decreased by$27,912,993
Apr 1, 2026	Accounts	32	37	increased by5
May 1, 2025 vs Oct 1, 2022	Employees	98	69	decreased by29
May 1, 2025 vs Oct 1, 2022	Clients	14	32	increased by18
May 1, 2025 vs Oct 1, 2022	AUM	$2,648,848,664	$2,184,215,880	decreased by$464,632,784
May 1, 2025 vs Oct 1, 2022	Accounts	14	32	increased by18
Apr 1, 2022	Employees	66	98	increased by32
Apr 1, 2022	Clients	9	14	increased by5
Apr 1, 2022	AUM	$1,597,413,669	$2,648,848,664	increased by$1,051,434,995
Apr 1, 2022	Accounts	9	14	increased by5
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “SHANGHAI FOSUN” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SHANGHAI FOSUN” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.