9AT: FOSUN ASSET MANAGEMENT LIMITED

Adviser Profile

As of Date	03/19/2026
Registration	SEC, Approved, 03/02/2018
ADV Location	HONG KONG, Hong Kong
Contact Info	852 xxxxxxx
Websites

AUM^*	1,494,379,141 91%
of that, discretionary	1,494,379,141 91%
Number of Employees	19 -14%
of those in investment advisory functions	12 -8%
Private Fund GAV^*	0
Avg Account Size	57,476,121 39%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Pooled investment vehicles
- Insurance companies

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser MOUNTAIN PACIFIC ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM484.3m	#Funds-
Adviser LESTE USA, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund26.0m	Total Private Fund GAV26.0m	AUM126.3m	#Funds2
Adviser INTESA SANPAOLO WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM4.5b	#Funds-
Adviser HARWOOD CAPITAL LLP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM61.4m	#Funds1
Adviser CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund7.9b	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV7.9b	AUM50.4b	#Funds5
Adviser LLOYD GEORGE MANAGEMENT (HK) LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM51.9m	#Funds-
Adviser GAVILAN INVESTMENT PARTNERS LLC	Hedge Fund66.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV66.8m	AUM514.7m	#Funds1
Adviser ELEMENTUM ADVISORS, LLC	Hedge Fund3.3b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.3b	AUM4.5b	#Funds34
Adviser PARVUS ASSET MANAGEMENT JERSEY LIMITED	Hedge Fund6.1b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV6.1b	AUM11.3b	#Funds6
Adviser HORIKO CAPITAL MANAGEMENT LLC	Hedge Fund248.9m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV248.9m	AUM475.1m	#Funds2

Brochure Summary

Overview

General Description of Advisory Firm Fosun Asset Management Limited (“FAM”, “we”, “our”, or “us”) was incorporated in Hong Kong under the Companies Ordinance of Hong Kong as a limited liability company on July 8, 2013, and is licensed with the Securities and Futures Commission of Hong Kong effective March 3, 2016. FAM is a wholly-owned subsidiary of Fosun Asset Holdings Limited, which in turn is a wholly- owned subsidiary of Fosun International Limited, which is listed on the Stock Exchange of Hong Kong Limited. The holding company and the ultimate holding company of Fosun International Limited are Fosun Holdings Limited and Fosun International Holdings Ltd., respectively. The ultimate controlling shareholder is Mr. Guo Guangchang. Description of Advisory Services We provide discretionary and non-discretionary fixed income and equity investment management services to institutional investors and our affiliated companies in key financial markets. Our investment strategy includes fundamental research

and qualitative model driven management. Our investment decision and advice with respect to each client will be subject to each client’s investment objectives and guidelines, as set forth in its respective investment guidelines, trust agreements, investment management agreements, or other governing documents. FAM serves as discretionary investment adviser for several managed accounts and one private fund which is a Hong Kong open-ended fund company with variable capital and limited liability (“Fund”). The Fund’s principal investment objective is to achieve long term capital growth and/or income through investing in a mixed portfolio of fixed income instruments. We do not participate in wrap fee programs. We manage approximately $783,500,000 of client assets on a discretionary basis as of December 31, 2023 (note this figure unaudited). We have no non-discretionary client assets under management. We provide investment advisory services to one client for which we do not have regulatory assets under management.

FOSUN ASSET MANAGEMENT LIMITED

FOSUN ASSET MANAGEMENT LIMITED

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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FOSUN ASSET MANAGEMENT LIMITED FOSUN ASSET MANAGEMENT LIMITED

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

FOSUN ASSET MANAGEMENT LIMITED

FOSUN ASSET MANAGEMENT LIMITED