SHANGHAI FOSUN CHUANGFU EQUITY INVESTMENT MANAGEMENT COMPANY
Adviser information for SHANGHAI FOSUN CHUANGFU EQUITY INVESTMENT MANAGEMENT COMPANY last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | China |
Employees
| Total Number of Employees | 98 |
|---|---|
| Investment Advisory/Research | 68 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 25 | $2.3B |
| Non-Discretionary | 1 | $181.5M |
| Total | 26 | $2.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 26 | $2.5B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 26 |
| No. of Non-U.S. Clients | 100 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-79015 |
|---|---|
| SEC ERA File Number | 801-79015 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 170015 |
| Legal Entity Identifier | None |
Principal Office
17TH FLOOR, TOWER S1, 600 ZHONGSHAN NO. 2 ROAD (E)SHANGHAI
China
Monday - Friday, 8:30AM - 5:30PM
Tel: +86-21-23155941, Fax: None
Websites
Chief Compliance Officer
XINGRONG TAO
600 ZHONGSHAN NO. 2 ROAD (E)
TOWER S1, 17/F
SHANGHAI
China
T****@********M
(Full email address available in API data)
Regulatory Contact
QIAN DUAN
600 ZHONGSHAN NO. 2 ROAD (E)
TOWER S1, 16/F
SHANGHAI
China
Tel:
+86-21-23150126
D*******@********M
(Full email address available in API data)
Industry Affiliates
| FOSUN CHINA MOMENTUM FUND GP, LTD. | Sponsor, GP, manager of pooled investment vehicles |
| FOSUN CHUANGFU (JIANGSU) INVESTMENT MANAGEMENT CO., LTD. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| FOSUN EQUITY INVESTMENT MANAGEMENT LTD. | Other investment adviser, including financial planners |
| FOSUN INTERNATIONAL LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| JINAN FOSUN PINGYI INVESTMENT MANAGEMENT CO., LTD. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SHANGHAI FOSUN WEISHI INVESTMENT MANAGEMENT CO., LTD. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| TIBET FOSUN INVESTMENT MANAGEMENT CO., LTD. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| YADONG XING SHANG CHANG GE INVESTMENT MANAGEMENT CO., LTD. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ZHEJIANG ZHE SHANG CHENG ZHANG EQUITY INVESTMENT MANAGEMENT CO., LTD. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TANG, BIN | Individual | – | PRESIDENT | 01/2010 | < 5% |
| TAO, XINGRONG | Individual | – | CLO | 01/2013 | < 5% |
| SHANGHAI FOSUN INDUSTRIAL INVESTMENT COMPANY LIMITED | Foreign Entity | – | SHAREHOLDER | 04/2007 | > 75% |
| SHANGHAI FOSUN HIGH TECHNOLOGY (GROUP) CO. LTD. | Foreign Entity | SHANGHAI FOSUN INDUSTRIAL INVESTMENT COMPANY LIMITED | SHAREHOLDER | 11/2001 | > 75% |
| FOSUN INTERNATIONAL LIMITED | Foreign Entity | SHANGHAI FOSUN HIGH TECHNOLOGY (GROUP) CO. LTD. | SHAREHOLDER | 12/2004 | > 75% |
| FOSUN HOLDINGS LIMITED | Foreign Entity | FOSUN INTERNATIONAL LIMITED | SHAREHOLDER | 08/2005 | > 75% |
| FOSUN INTERNATIONAL HOLDINGS LTD. | Foreign Entity | FOSUN HOLDINGS LIMITED | SHAREHOLDER | 05/2005 | > 75% |
| GUO, GUANGCHANG | Individual | FOSUN INTERNATIONAL HOLDINGS LTD. | SHAREHOLDER | 09/2004 | 50-75% |
| YU, JUN | Individual | – | SUPERVISOR | 04/2016 | < 5% |
| TAO, XINGRONG | Individual | – | DIRECTOR | 08/2018 | < 5% |
| Gong, Ping | Individual | – | DIRECTOR | 05/2020 | < 5% |
| Ouyang, Yong | Individual | – | DIRECTOR | 02/2021 | < 5% |
| Xu, Xin | Individual | – | DIRECTOR | 02/2021 | < 5% |
| Hao, Yumin | Individual | – | SUPERVIEOR | 01/2023 | < 5% |
| Qian, Shunjiang | Individual | – | SUPERVISOR | 01/2023 | < 5% |
| Cong, Yonggang | Individual | – | DIRECTOR | 01/2023 | < 5% |
| Wang, Kexin | Individual | – | DIRECTOR | 01/2023 | < 5% |
| Shi, Kun | Individual | – | DIRECTOR | 01/2023 | < 5% |
| Huang, Miao | Individual | – | DIRECTOR | 01/2023 | < 5% |