Bosera Asset Management (International) Co, Limited

RIASEC RegisteredEst. 2013

Total AUM

$17.3B

Discretionary

$17.3B

100% of AUM

Avg account

$320M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Hong Kong,
CRD number: 168895
Registered since: September 5, 2013
Website: www.bosera.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles81.95%
Banking / Thrift Institutions11.9%
State / Municipal Government4.03%
Pension & Profit Sharing Plans2.12%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bosera Asset Management (International) Co, Limited is an institutional RIA that serves primarily institutional clients and manages pooled investment vehicles. The firm is organized as a foreign/individual-owned entity and has been SEC-registered since 2013. It operates as both an investment adviser and a broker‑dealer, providing portfolio management for pooled funds and for business or institutional accounts. Fee arrangements include asset-based fees plus the possibility of performance‑linked compensation. The firm does not identify itself as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.