SHANGHAI FOSUN CHUANGFU EQUITY INVESTMENT MANAGEMENT COMPANY
SHANGHAICRD 170015Latest ADV March 12, 2026
Shanghai Fosun Chuangfu Equity Investment Management Company is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 12, 2026, reports $2.2B in regulatory assets under management, 65 employees, 7 offices, and 37 accounts.
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
37
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of March 12, 2026
Discretionary94.7%
$2.0B
95% of total RAUM94.7%
Non-discretionary5.3%
$115M
5% of total RAUM5.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.2B
Total Accounts37
10Y AUM Change+$2.2B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees65
Clients per Employee1:1
10Y Employee Change+5 (+8.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.