# 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.

- CRD: 288360
- Filed as: FOSUN ASSET MANAGEMENT LIMITED
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hong Kong, Hong Kong
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288360
- AdvisorCensus page: https://advisorcensus.com/firm/fosun-asset-management-limited-hong-kong-288360

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Account minimum: $10,000,000

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Bank of China (Hong Kong) Limited
- Bank of New York Mellon
- BNP Paribas S.A.
- Industrial and Commercial Bank of China (Macau) Limited

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,494,379,141
- Discretionary: $1,494,379,141
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $151,465,365 |
| Insurance companies | 5 | $1,342,913,776 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2018 (8 years)
- Employees: 19 total, 12 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [fosunam.com](https://fosunam.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $429,000,000 | 8 | June 29, 2021 |
| October 2022 | $445,000,000 | 19 | April 1, 2022 |
| October 2023 | $562,000,000 | 23 | March 9, 2023 |
| October 2024 | $783,500,000 | 22 | March 15, 2024 |
| October 2025 | $1,077,574,513 | 21 | March 25, 2025 |
| October 2026 | $1,494,379,141 | 19 | March 19, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fosun Asset Management Limited (CRD 288360): Form ADV filing data as of October 2026.