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FOSUN ASSET MANAGEMENT LIMITED
CRD 288360File 801-112564
APPROVED
Custody
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.49B
Above cohort median (national)
Discretionary AUM
$1.49B
Clients
8
26 accounts
Employees
19
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Mar 2, 2018
- Principal office
- UNIT 1201, STANDARD CHARTERED BANK BUILDING, 4-4A DES VOEUX ROAD CENTRAL, CENTRAL, HONG KONG
- Phone
- 852 2509 2873
- Website
- HTTP://WWW.FOSUNAM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.49B
- Discretionary AUM
- $1.49B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 26
- Non-discretionary accounts
- 0
- Total accounts
- 26
- AUM per client
- $186.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 5 | $1.34B |
| Pooled investment vehicles | 3 | $151.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.