# Shanghai Fosun Chuangfu Equity Investment Management Company

> Shanghai Fosun Chuangfu Equity Investment Management Company is an SEC-registered investment advisory firm in Shanghai, China, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 170015
- Filed as: SHANGHAI FOSUN CHUANGFU EQUITY INVESTMENT MANAGEMENT COMPANY
- Also doing business as: SHANGHAI FOSUN CHUANGFU EQUITY INVESTMENT MANAGEMENT COMPANY
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Shanghai, China
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170015
- AdvisorCensus page: https://advisorcensus.com/firm/shanghai-fosun-chuangfu-equity-investment-management-company-shanghai-170015

## Quick answers

**How is Shanghai Fosun Chuangfu Equity Investment Management Company compensated?**
On its Form ADV (Item 5.E, October 2026), Shanghai Fosun Chuangfu Equity Investment Management Company reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Shanghai Fosun Chuangfu Equity Investment Management Company located?**
Shanghai Fosun Chuangfu Equity Investment Management Company's principal office is in Shanghai, China, according to its Form ADV; the April 2026 filing also lists 6 other offices (Schedule D, Section 1.F).

**Is Shanghai Fosun Chuangfu Equity Investment Management Company registered with the SEC or a state?**
Shanghai Fosun Chuangfu Equity Investment Management Company is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170015.

**How much does Shanghai Fosun Chuangfu Equity Investment Management Company manage?**
Shanghai Fosun Chuangfu Equity Investment Management Company reports $2,156,302,887 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (95% discretionary).

**How have Shanghai Fosun Chuangfu Equity Investment Management Company's assets and staff changed since 2021?**
In the Form ADV data for Shanghai Fosun Chuangfu Equity Investment Management Company: Regulatory assets under management: $1,597,413,669 in the October 2021 data and $2,156,302,887 in the October 2026 data, up 35%. Total employees: 66 in October 2021 and 65 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Shanghai Fosun Chuangfu Equity Investment Management Company serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (37).

**Does Shanghai Fosun Chuangfu Equity Investment Management Company 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/170015

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,156,302,887
- Discretionary: $2,041,078,915
- Non-discretionary: $115,223,972

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 37 | $2,156,302,887 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 65 total, 46 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Beijing
- Changzhou
- Chongqing
- Hangzhou
- Jinan
- Shenzhen

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,597,413,669 | 66 | March 30, 2021 |
| October 2022 | $2,648,848,664 | 98 | March 29, 2022 |
| October 2023 | $2,902,139,562 | 124 | March 28, 2023 |
| October 2024 | $2,464,606,968 | 98 | March 25, 2024 |
| October 2025 | $2,184,215,880 | 69 | March 29, 2025 |
| October 2026 | $2,156,302,887 | 65 | March 12, 2026 |

Regulatory assets under management: $1,597,413,669 in the October 2021 data and $2,156,302,887 in the October 2026 data, up 35%.
Total employees: 66 in October 2021 and 65 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shanghai Fosun Chuangfu Equity Investment Management Company (CRD 170015): Form ADV filing data as of October 2026.