FOSUN EQUITY INVESTMENT MANAGEMENT LTD.
Adviser information for FOSUN EQUITY INVESTMENT MANAGEMENT LTD. last updated from Form ADV on March 21st, 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 | Cayman Islands |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-78397 |
|---|---|
| SEC ERA File Number | 802-78397 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 161179 |
| Legal Entity Identifier | None |
Principal Office
600 ZHONGSHAN NO.2 ROAD (E), BUND FINANCE CENTER17/F
SHANGHAI
China
Monday - Friday, 8:30AM - 5:30PM
Tel: 86-21-23155543, Fax: None
Chief Compliance Officer
XINGRONG TAO
600 ZHONGSHAN NO.2 ROAD (E), BUND FINANCE CENTER
17/F
SHANGHAI
China
T****@********M
(Full email address available in API data)
Industry Affiliates
| FIDELIDADE - COMPANHIA DE SEGUROS S.A. | Insurance company or agency |
| 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 LTD. | Sponsor, GP, manager of pooled investment vehicles |
| 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 CHUANGFU EQUITY INVESTMENT MANAGEMENT COMPANY | Other investment adviser, including financial planners |
| 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 |
|---|---|---|---|---|
| CHINA MOMENTUM FUND, L.P. | Private Equity Fund | $181.5M | $25.0M | 22 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FOSUN INDUSTRIAL HOLDINGS LIMITED | Foreign Entity | – | SHAREHOLDER OF FOSUN EQUITY INVESTMENT MANAGEMENT LTD. | 02/2011 | > 75% |
| FOSUN INTERNATIONAL LIMITED | Foreign Entity | FOSUN INDUSTRIAL HOLDINGS LIMITED | SHAREHOLDER | 04/2006 | > 75% |
| FOSUN HOLDINGS LIMITED | Foreign Entity | FOSUN INTERNATIONAL LIMITED | SHAREHOLDER | 02/2005 | > 75% |
| FOSUN INTERNATIONAL HOLDINGS LTD. | Foreign Entity | FOSUN HOLDINGS LIMITED | SHAREHOLDER | 02/2005 | > 75% |
| GUO, GUANGCHANG | Individual | – | INVESTMENT COMMITTEE MEMBER OF FOSUN EQUITY INVESTMENT MANAGEMENT LTD. | 02/2011 | < 5% |
| WANG, QUNBIN | Individual | – | INVESTMENT COMMITTEE MEMBER OF FOSUN EQUITY INVESTMENT MANAGEMENT LTD. | 02/2011 | < 5% |
| QIN, XUETANG | Individual | – | INVESTMENT COMMITTEE MEMBER OF FOSUN EQUITY INVESTMENT MANAGEMENT LTD. | 02/2011 | < 5% |
| GUO, GUANGCHANG | Individual | FOSUN INTERNATIONAL HOLDINGS LTD. | SHAREHOLDER | 09/2004 | 50-75% |
| FOSUN MOMENTUM HOLDINGS LIMITED | Foreign Entity | – | SHAREHOLDER OF FOSUN CHINA MOMENTUM FUND GP, LTD. | 05/2013 | > 75% |
| FOSUN INTERNATIONAL LIMITED | Foreign Entity | FOSUN FINANCIAL HOLDINGS LIMITED | SHAREHOLDER | 02/2012 | > 75% |
| TANG, BIN | Individual | – | DIRECTOR OF FOSUN EQUITY INVESTMENT MANAGEMENT LTD. | 09/2016 | < 5% |
| TANG, BIN | Individual | – | INVESTMENT COMMITTEE MEMBER OF FOSUN EQUITY INVESTMENT MANAGEMENT LTD. | 09/2016 | < 5% |
| Pan, Donghui | Individual | – | INVESTMENT COMMITTEE MEMBER OF FOSUN EQUITY INVESTMENT MANAGEMENT LTD. | 07/2019 | < 5% |
| Pan, Donghui | Individual | – | DIRECTOR OF FOSUN EQUITY INVESTMENT MANAGEMENT LTD. | 07/2019 | < 5% |
| CHEN, XIN | Individual | – | DIRECTOR OF FOSUN EQUITY INVESTMENT MANAGEMENT LTD. | 10/2021 | < 5% |
| CHEN, XIN | Individual | – | INVESTMENT COMMITTEE MEMBER OF FOSUN EQUITY INVESTMENT MANAGEMENT LTD. | 10/2021 | < 5% |