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CSOP ASSET MANAGEMENT LIMITED
CRD 170206File 801-79092
APPROVED
Filing as of Mar 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$25.87B
Top 10% of cohort (national)
Discretionary AUM
$25.77B
Non-discretionary $103.3M
Clients
4
77 accounts
Employees
145
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Feb 11, 2014
- Principal office
- 2801-2803, TWO EXCHANGE SQUARE, 8 CONNAUGHT PLACE, CENTRAL
- Phone
- 852 3406-5652
- Website
- http://www.csopasset.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $25.87B
- Discretionary AUM
- $25.77B
- Non-discretionary AUM
- $103.3M
- Discretionary accounts
- 75
- Non-discretionary accounts
- 2
- Total accounts
- 77
- AUM per client
- $6.47B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $7.2M |
| Insurance companies | Fewer than 5 | $99.9M |
| Other investment advisers | Fewer than 5 | $34.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 77 | 4 | decreased by73 |
| Apr 1, 2026 | Employees | 126 | 145 | increased by19 |
| Apr 1, 2026 | Clients | 121 | 77 | decreased by44 |
| Apr 1, 2026 | AUM | $18,911,094,941 | $25,872,126,867 | increased by$6,961,031,926 |
| Apr 1, 2026 | Accounts | 123 | 77 | decreased by46 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 81 | 126 | increased by45 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 190 | 121 | decreased by69 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $9,991,843,882 | $18,911,094,941 | increased by$8,919,251,059 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 64 | 123 | increased by59 |
| Apr 1, 2022 | Employees | 73 | 81 | increased by8 |
| Apr 1, 2022 | Clients | 140 | 190 | increased by50 |
| Apr 1, 2022 | AUM | $8,311,020,219 | $9,991,843,882 | increased by$1,680,823,663 |
| Apr 1, 2022 | Accounts | 140 | 64 | decreased by76 |
| 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 “CSOP ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CSOP ASSET” 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.