厦门博孚利资产管理有限公司

What 厦门博孚利资产管理有限公司 does

厦门博孚利资产管理有限公司 (Xiamen Befuli Asset Management Co., Ltd.) is a privately-held Chinese Fund of Funds (FOF) asset management firm founded in August 2015 and headquartered in Xiamen, Fujian Province, with a regional office opened in Shanghai's Hongkou District in 2025. The firm specializes in FOF strategies investing across securities, futures, options, and derivatives through a quantitative multi-strategy framework, serving high-net-worth individuals, family offices, and institutional clients including banks, securities firms, trusts, futures companies, and enterprises.\n\nThe firm operates a product portfolio of approximately 10 FOF vehicles spanning CTA (commodity trading advisor), options, arbitrage, multi-strategy, and balanced portfolio strategies, with the inaugural product (博孚利聚强1号) launched in September 2015 and ongoing product expansion through 2023. Underpinning the offering is a proprietary technology stack comprising the 'Huofuniu' (火富牛) Intelligent Investment Research Platform deployed in 2018, the N&AEC Strategy Allocation Model, the BMW Investment Advisor Pool database, and a proprietary Fund Quantitative Evaluation System. The Huofuniu platform reportedly monitors 100+ risk indicators in real time and improved due-diligence efficiency by 400%.\n\nRevenue is generated through management fees and performance fees on FOF products distributed via direct sales and 28 channel partnerships with major Chinese brokerages, futures firms, banks, and trusts. The firm holds a private fund management license (registered September 2015) and the 3+3 Private Investment Advisor Qualification obtained in April 2021, which enables advisory mandates for bank wealth management subsidiaries, securities asset management, and futures asset management. Assets under management grew from zero to approximately 6 billion yuan (近60亿元) by 2025, having crossed 3 billion yuan in 2021 and 5 billion yuan by end-2022.

Name

厦门博孚利资产管理有限公司

Legal name

厦门博孚利资产管理有限公司

Website

https://xmpfl.com

Company type

Private

Founded year

2015

Operating status

Operating

Short description

Xiamen Befuli Asset Management is a privately-held Chinese FOF asset management firm that uses proprietary quantitative multi-strategy models to manage approximately 6 billion yuan for high-net-worth individuals, family offices, and institutional clients.

Ownership category

akta.pro rank

Product category

Private Fund Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Fund of Funds & Multi-Manager Mutual Funds (FSAAAEAL)

akta.pro secondary industries

Single-Strategy Hedge Fund of Funds (FSAHAKAB), Primary Fund-of-Funds (Blind-pool FoF) (FSANAGAA)

Keywords

• Fund of funds
• Private fund management
• Quantitative strategy allocation
• CTA and futures strategy
• Alternative asset management

Headquarters

HQ city

Xiamen

HQ country

China

HQ region

Asia

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. FOF基金管理费及业绩报酬: 通过发行FOF基金，为高净值人群、家族基金及机构客户提供全方面的资产管理服务，收取管理费及业绩报酬。针对发行的产品，博孚利视产品特性进行不同程度的跟投，以实现与投资者共担风险、共享收益。

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Xiamen Portfolio Asset Management issues and manages a range of self-developed private FOF (Fund of Funds) products that allocate capital to underlying securities, futures, options and arbitrage sub-strategies. Using a proprietary quantitative strategy allocation model and the Huofuniu intelligent investment research platform, the firm serves high-net-worth individuals, family funds and institutional clients (banks, securities firms, trusts, futures firms) with risk-diversified portfolio management, charging management fees and performance fees on subscribed products.

Product overview

Xiamen Portfolio Asset Management is a specialized Fund of Funds (FOF) asset management company founded in August 2015. The company operates as a unified FOF investment platform offering multiple fund products across different strategies including futures (CTA), options, arbitrage, and multi-strategy portfolios. The product portfolio centers around proprietary quantitative models (N&AEC strategy allocation model) and an intelligent investment research platform (火富牛), which together enable systematic multi-asset, multi-strategy portfolio construction and management. The company primarily serves high-net-worth individuals, family funds, and institutional clients seeking diversified asset exposure through professional FOF management.

Differentiator

Problem solved

Functional benefit

Products and services

• Befuli Zunxiang No.1 FOF (Class A) / 博孚利尊享1号FOF A类 Premium FOF product designed for investors seeking stable returns with rigorous risk control and professional portfolio management. Established as the company's first FOF fund for qualified investors.
• Befuli CTA-FOF No.1 (Class A) / 博孚利CTA-FOF1号A类 CTA-focused Fund of Funds that allocates to multiple commodity trading advisor managers using multi-asset, multi-cycle, and multi-strategy approaches. Designed for qualified investors seeking diversified exposure to systematic futures and derivatives strategies.
• Befuli Juqiang No.1 Private Securities Investment Fund / 博孚利聚强1号私募证券投资基金 Combined strategy FOF fund (securities investment fund) that aggregates multiple underlying strategies to deliver diversified exposure for qualified investors.
• Befuli Duocelue No.10 (Multi-strategy 10) / 博孚利多策略十号 Arbitrage strategy Fund of Funds that combines various investment approaches including arbitrage, hedging, and tactical allocation strategies for risk-adjusted returns.
• Befuli Xiaobo No.1 (Options Strategy) / 博孚利小博1号 Options strategy Fund of Funds focusing on derivatives and options-based strategies for enhanced risk-adjusted returns. Designed for qualified investors.
• Befuli Zhuqing Class A / 博孚利砭青A类 Portfolio strategy Fund of Funds that allocates across multiple strategy types and asset classes to achieve balanced risk-adjusted returns for qualified investors.
• Befuli Jiaxing No.2 / 博孚利嘉兴二号 Futures-strategy Fund of Funds that invests in commodity futures, financial futures and related derivatives to capture market opportunities across different cycles for qualified investors.
• Befuli CTA No.5 (Class B) / 博孚利CTA5号B类 Commodity trading advisor focused FOF that invests in systematic futures and derivatives strategies across commodities, indices and currencies for qualified investors.
• Befuli Wenqiang No.8 FOF (Class A) / 博孚利稳强8号FOF A类 Stable-focused FOF product designed for capital preservation while seeking steady investment returns for qualified investors.
• Hanying Befuli No.1 (Class A) / 涵盈博孚利1号A类 Structured FOF fund product designed for institutional and high-net-worth investors seeking diversified portfolio exposure.
• Third-party investment-advisory (投顾) services Investment-advisory services delivered to bank wealth-management subsidiaries, securities and futures asset management arms and other institutions under the firm's 3+3 qualification, providing FOF advisory expertise rather than direct product subscription.

Quantifiable outcome

• 管理规模从零突破至近60亿
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature4 records

Partnerships

28 partnerships are on record, tiered minor.

• 中国外贸信托minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作券商/期货/信托机构，为客户提供FOF基金产品销售渠道
• 中信证券minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作券商，为客户提供FOF基金产品销售渠道
• 招商证券minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作券商，为客户提供FOF基金产品销售渠道
• 国泰君安minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作券商，为客户提供FOF基金产品销售渠道
• 华泰证券minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作券商，为客户提供FOF基金产品销售渠道
• 兴业证券minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作券商，为客户提供FOF基金产品销售渠道
• 广发证券minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作券商，为客户提供FOF基金产品销售渠道
• 东方证券minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作券商，为客户提供FOF基金产品销售渠道
• 东北证券minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作券商，为客户提供FOF基金产品销售渠道
• 华西证券minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作券商，为客户提供FOF基金产品销售渠道
• 中泰证券minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作券商，为客户提供FOF基金产品销售渠道
• 国信证券minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作券商，为客户提供FOF基金产品销售渠道
• 长城证券minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作券商，为客户提供FOF基金产品销售渠道
• 财通证券minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作券商，为客户提供FOF基金产品销售渠道
• 中信期货minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作期货公司，为客户提供FOF基金产品销售渠道
• 招商期货minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作期货公司，为客户提供FOF基金产品销售渠道
• 华泰期货minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作期货公司，为客户提供FOF基金产品销售渠道
• 广发期货minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作期货公司，为客户提供FOF基金产品销售渠道
• 国贸期货minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作期货公司，为客户提供FOF基金产品销售渠道
• 东证期货minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作期货公司，为客户提供FOF基金产品销售渠道
• 国联期货minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作期货公司，为客户提供FOF基金产品销售渠道
• 国元期货minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作期货公司，为客户提供FOF基金产品销售渠道
• 山金期货minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作期货公司，为客户提供FOF基金产品销售渠道
• 东兴期货minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作期货公司，为客户提供FOF基金产品销售渠道
• 中衍期货minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作期货公司，为客户提供FOF基金产品销售渠道
• 混沌天成期货minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作期货公司，为客户提供FOF基金产品销售渠道
• 晋商银行minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作银行，为客户提供FOF基金产品销售渠道
• 厦门银行minorChannel Partner/ Reseller/ Distributor · 1 September 2015合作银行，为客户提供FOF基金产品销售渠道

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• 歌斐资产 (Gophar Asset Management): One of China's largest and most established FOF/MOM asset managers, a subsidiary of NOAH Wealth Management. Operates multi-strategy, multi-manager fund platforms serving HNW and institutional clients — directly comparable business model, product breadth, and target market to 博孚利.
• 华软新动力资产 (Huaruan Xin Dong Li Asset): Domestic FOF platform specializing in multi-strategy quantitative fund allocation; comparable product breadth (CTA, options, arbitrage, multi-strategy) and similar HNW/institutional client focus.
• 元盛投资管理 (Winton Group): Global managed futures and quantitative investment manager with significant China operations; comparable CTA/managed futures focus and quantitative research infrastructure.
• 黑翼资产 (Heiyi Asset Management): China-based quantitative asset manager with strong CTA/managed futures capabilities; provides FOF-style products and underlying manager strategies commonly used as building blocks in multi-strategy allocations.
• 九坤投资 (Jiukun Investment): Top-tier Chinese quantitative hedge fund manager with multi-strategy approach (CTA, statistical arbitrage, equity alpha); operates in the same private fund/quant space and serves as both peer and underlying allocator candidate.
• 明汯投资 (Mingjian Investment): Leading domestic quantitative hedge fund manager operating multi-strategy quantitative funds; comparable in scale and strategy to top underlying managers typically held within FOF allocations.
• 灵均投资 (Lingjun Investment): Major Chinese quantitative private fund manager with multi-strategy approach spanning equities, futures, and arbitrage; comparable in scale and strategy to top underlying managers within FOF allocations.

Broad incumbents

• 中国对外经济贸易信托 (China Foreign Economy and Trade Trust / FOTIC): One of China's largest trust companies with significant FOF/to-allocate product offerings; serves both retail HNW and institutional clients with multi-manager fund products and is one of 博孚利's named distribution partners — a broader incumbent competing in adjacent mandates.
• 中信信托 (CITIC Trust): Largest Chinese trust company with broad alternative investment and FOF offerings; broader incumbent competing with FOF managers for institutional allocation mandates.
• 招商基金 (China Merchants Fund): Large public mutual fund manager with FOF products in its lineup; broader incumbent competing for the same HNW/institutional FOF allocation budget from a regulated mutual fund perspective.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

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 厦门博孚利资产管理有限公司