AdvisorCensus / Financial advisors / Fosun Asset Management Limited
Fosun Asset Management Limited is an SEC-registered investment advisory firm in Hong Kong, Hong Kong, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 19, 2026.
Quick answers
From the filingHow is Fosun Asset Management Limited compensated?
On its Form ADV (Item 5.E, October 2026), Fosun Asset Management Limited reports these compensation arrangements: a percentage of assets under its management.
Where is Fosun Asset Management Limited located?
Fosun Asset Management Limited's principal office is in Hong Kong, Hong Kong, according to its Form ADV.
Is Fosun Asset Management Limited registered with the SEC or a state?
Fosun Asset Management Limited is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 288360.
How much does Fosun Asset Management Limited manage?
Fosun Asset Management Limited reports $1,494,379,141 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).
How have Fosun Asset Management Limited's assets and staff changed since 2021?
In the Form ADV data for Fosun Asset Management Limited: Regulatory assets under management: $429,000,000 in the October 2021 data and $1,494,379,141 in the October 2026 data, up 248%. Total employees: 8 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Fosun Asset Management Limited serve?
By number of clients on Form ADV Item 5.D: insurance companies (5); pooled investment vehicles (other than investment companies and business development companies) (3).
Which custodians does Fosun Asset Management Limited use?
Fosun Asset Management Limited's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of China (Hong Kong) Limited, Bank of New York Mellon, BNP Paribas S.A. and Industrial and Commercial Bank of China (Macau) Limited as custodians holding 10% or more of its separately managed account assets.
Does Fosun Asset Management Limited report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288360
Does Fosun Asset Management Limited state an account minimum?
Its Form ADV Part 2A brochure dated March 19, 2026 says: "The minimum account size is USD 10,000,000 unless otherwise agreed and approved by at least any one director of FAM."
What changed in Fosun Asset Management Limited's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 11 to 12. Regulatory assets under management went from $1,077,574,513 to $1,494,379,141 (+39%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $10,000,000
The brochure's wording
The minimum account size is USD 10,000,000 unless otherwise agreed and approved by at least any one director of FAM.
As stated in the firm's Form ADV Part 2A brochure dated March 19, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,494,379,141 as of October 2026, filing dated March 19, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 19. Performing investment advisory functions: 12.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,494,379,141 | 19 | March 19, 2026 |
| October 2025 | $1,077,574,513 | 21 | March 25, 2025 |
| October 2024 | $783,500,000 | 22 | March 15, 2024 |
| October 2023 | $562,000,000 | 23 | March 9, 2023 |
| October 2022 | $445,000,000 | 19 | April 1, 2022 |
| October 2021 | $429,000,000 | 8 | June 29, 2021 |
Regulatory assets under management: $429,000,000 in the October 2021 data and $1,494,379,141 in the October 2026 data, up 248%.
Total employees: 8 in October 2021 and 19 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 11 to 12.
- Regulatory assets under management went from $1,077,574,513 to $1,494,379,141 (+39%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Fosun Asset Management Limited (CRD 288360): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/fosun-asset-management-limited-hong-kong-288360