Shanghai Fosun Chuangfu Equity Investment Management Company (Shanghai)
Shanghai Fosun Chuangfu Equity Investment Management Company is an adviser based in Shanghai. It manages $2.02 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2013.
Shanghai Fosun Chuangfu Equity Investment Management Company provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Shanghai Fosun Chuangfu Equity Investment Management Company: assets under management
The assets under management (AUM) of Shanghai Fosun Chuangfu Equity Investment Management Company is $2.02 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -29% since the beginning of its operation, and $2.02 billion of the total AUM is attributable to clients outside of the United States.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Shanghai Fosun Chuangfu Equity Investment Management Company for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Xinjun Liang serves?
The only and largest group of clients of Xinjun Liang is pooled investment vehicles with 8 clients and $2.02 billion of assets under management. Among the 9 most similar advisory firms, Shanghai Fosun Chuangfu Equity Investment Management Company has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.02 billion for 8 clients. 100% of the firm’s clients are foreign persons or businesses.
Shanghai Fosun Chuangfu Equity Investment Management Company also advises several private funds.
Careers at Shanghai Fosun Chuangfu Equity Investment Management Company
The company employs 46 people that are either part- or full-time employees. 72 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Xinjun Liang has been acting as President since 1 Apr 2007. Haifeng Li joined the executive team most recently as the Supervisor.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 5 indirect owners.Based in Shanghai
The principal office where Shanghai Fosun Chuangfu Equity Investment Management Company performs its advisory services is located at 17 Th Floor, Tower S1, 600 Zhongshan No. 2 Road (E), Shanghai, 200010, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +86-21-23155941. The normal business hours are 8:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at fosuncapital.com.
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