华泰证券（上海）资产管理有限公司

What 华泰证券（上海）资产管理有限公司 does

华泰证券（上海）资产管理有限公司 (Huatai Securities (Shanghai) Asset Management Co., Ltd.) is a Shanghai-based asset management entity operating under the Huatai Securities (华泰证券) brand, with its web presence at htscamc.com. The legal name and "资产管理有限公司" designation indicate a licensed securities asset management vehicle, most plausibly structured as a subsidiary of the parent Huatai Securities group, China's asset management operations under that platform. The "上海" (Shanghai) qualifier in the legal name suggests a specific Shanghai-located entity within the broader Huatai asset management organizational structure.

The source data provides almost no operational detail: no products are listed, no technology stack is disclosed, no certifications or compliance credentials are enumerated, no customer information is available, and no management team is identified. Headcount is reported at 23 employees, indicating a small, lean operating unit rather than a large standalone asset manager. No pricing model, fee structure, AUM figure, or revenue mechanic is disclosed in the supplied material.

The corresponding "Huatai Securities Asset Management" (华泰证券资产管理) branding appears on the public website but with no product descriptions, market segment indicators, or technical architecture information provided. Consequently, this profile is constrained to the entity's identity, parent affiliation, domicile, and headcount; substantive business and technology claims cannot be made on the available evidence.

Name

华泰证券（上海）资产管理有限公司

Legal name

华泰证券（上海）资产管理有限公司

Website

https://htscamc.com

Company type

Private

Headcount range

11–50 employees

Short description

华泰证券（上海）资产管理有限公司 is a Shanghai-based licensed asset management subsidiary operating under the Huatai Securities (华泰证券) brand, with a reported headcount of 23 employees. Its product offerings, customer segments, and operating footprint are not documented in the available source data.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Finance Services (6199)

akta.pro primary industry

Sub-Accounting & Platform Servicing (Omnibus, Intermediary/NSCC, Retirement Platforms) (FSAAAMAI)

Keywords

• Asset management services
• Securities investment management
• Portfolio management
• Investment fund management
• Institutional asset management

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Others

Core offering

The company is a Shanghai-based asset management firm, operating as a subsidiary entity in the Huatai Securities group with 23 employees. It provides professional asset management and investment management services to clients. [Inferred from company name and firmographic data]

Differentiator

Problem solved

Functional benefit

Products and services

• Asset Management Services Professional asset management services as indicated by the company name 华泰证券（上海）资产管理有限公司 (Huatai Securities (Shanghai) Asset Management Co., Ltd.). The company is a Shanghai-based asset management firm operating within the Huatai Securities group. [Inferred from company name and limited firmographic data]

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Expansion highlights3 records

Broad incumbents

• Bosera Asset Management: Bosera is a top-tier Chinese mutual fund manager with comprehensive equity and fixed income offerings. It is comparable as a domestic Chinese AM peer competing for similar institutional and retail allocation flows.
• China Merchants Fund: China Merchants Fund is a mid-to-large Chinese mutual fund manager affiliated with the China Merchants Group. It is comparable as a Chinese AM subsidiary of a larger financial conglomerate, similar in structural form to the subject.
• E Fund Management: E Fund Management is one of China's largest mutual fund managers with multi-hundred-billion RMB AUM. It is directly comparable as a Chinese onshore asset management company competing for institutional and retail mandates across equities, fixed income, and alternatives.
• China Asset Management Corporation (ChinaAMC): ChinaAMC is a top-three Chinese mutual fund manager with broad product coverage and significant AUM. It competes in the same onshore Chinese AM space and offers a comparable product taxonomy including equity, fixed income, and money market funds.
• GF Fund Management: GF Fund is a leading Guangdong-based Chinese asset manager with extensive product coverage. It is comparable as a domestic Chinese AM peer, though based in a different geography.
• China Southern Asset Management: China Southern AM is a major Chinese mutual fund manager with full-service equity, fixed income, and pension offerings. It is comparable as a top-tier Chinese AM peer competing across the same mandate universe.
• Yinhua Fund Management: Yinhua Fund is a prominent Beijing-based Chinese asset manager known for active equity management. It is comparable as a domestic Chinese AM competitor pursuing institutional mandates.
• Harvest Fund Management: Harvest Fund is one of China's largest asset managers with a long-established onshore franchise and significant pension/NSSF mandates. It is a natural comparability anchor for a smaller Chinese AM subsidiary.

Direct peers

• ICBC Credit Suisse Asset Management: ICBC Credit Suisse AM is a Chinese asset management joint venture tied to a major Chinese bank/broker group. It is comparable as a corporate-affiliated Chinese AM entity with similar distribution dependencies on its parent financial group.
• Hwabao WP Fund Management: Hwabao WP is a mid-size Chinese asset manager affiliated with a securities/banking group, structurally similar to a Huatai Securities-affiliated AM subsidiary. Closest analog as a securities-group-affiliated Chinese AM operating company.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/%E5%8D%8E%E6%B3%B0%E8%AF%81%E5%88%B8%EF%BC%88%E4%B8%8A%E6%B5%B7%EF%BC%89%E8%B5%84%E4%BA%A7%E7%AE%A1%E7%90%86%E6%9C%89%E9%99%90%E5%85%AC%E5%8F%B8

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about 华泰证券（上海）资产管理有限公司