Yanzhou Fund

What Yanzhou Fund does

Yanzhou Fund (衍舟基金), legally 衍舟（海南）私募基金管理有限公司 (Yanzhou (Hainan) Private Fund Management Co., Ltd.), is a boutique Chinese private fund manager incorporated in Hainan Province with operational presence in Guangzhou. The firm applies AI/ML-based quantitative strategies to secondary market securities investment, combining proprietary machine learning models for feature extraction, price prediction, and portfolio optimization with a low-latency, microsecond-level trading system. Its core product is quantitative fund management for qualified investors, supplemented by private banking investment advisory for high-net-worth individuals and institutional sales services targeting banks, securities firms, futures companies, trust companies, insurance companies, family offices, and third-party distributors.

The firm serves two primary customer segments — qualified individual investors (高净值个人) and institutional investors (机构投资人) — plus a secondary segment of social security and pension funds. It imposes a RMB 1 million minimum subscription per product, in compliance with Chinese private fund regulations requiring minimum net assets of RMB 10 million for institutions or financial assets of RMB 3 million for individuals. Reverse distribution is handled through a direct institutional sales team and the third-party simu800 VIP Funds platform.

The business model is structured around private securities investment fund management, generating revenue through recurring management fees and performance-based incentive fees (carry) on AUM. With 8 reported employees, the firm is small relative to leading Chinese quant managers; it has no disclosed funding rounds, no public listing, no disclosed AUM, and the company's website records zero page views, indicating an early-stage boutique footprint.

Name

Yanzhou Fund

Legal name

衍舟（海南）私募基金管理有限公司

Website

https://yz-fund.com.cn

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Yanzhou Fund (衍舟基金) is a Guangzhou-based boutique private fund manager using AI/ML quantitative strategies to manage securities investment funds for qualified individual and institutional investors in China, charging management fees and performance carry on a RMB 1M minimum subscription.

Ownership category

akta.pro rank

Product category

Quantitative Private Fund Management

NAICS

Other Investment Pools and Funds (5259), Other Financial Vehicles (52599)

SIC

Investment Advice (6282)

akta.pro primary industry

Quant Equity Long/Short (Equity Stat Arb / Factor / ML) (FSAHAAAB)

Keywords

• Quantitative investment management
• Private fund management
• Machine learning trading
• Secondary market strategies
• Algorithmic asset management

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Private Fund Management: Manages private securities investment funds for qualified investors, generating revenue through management fees and performance-based incentive fees (carry)

Distribution channels2 records

Marketing channels1 record

Core offering

Yanzhou Fund is a private fund management company that manages private securities investment funds for qualified investors, applying quantitative strategies and proprietary machine learning models to secondary market assets. The firm develops and deploys algorithmic trading strategies, price prediction models, and portfolio optimization routines, executing them through a low-latency trading system. It also provides private banking investment advisory services for high-net-worth individuals and operates an institutional sales function targeting banks, securities firms, and other financial intermediaries.

Product overview

Yanzhou Fund (衍舟（海南）私募基金管理有限公司) is a quantitative private fund management company offering a portfolio of investment products and services. The core offering includes quantitative fund management utilizing proprietary algorithmic trading strategies and machine learning models for secondary market investments. The company provides private banking investment advisory services to high-net-worth individuals through its proprietary products, alongside institutional sales services targeting banks, securities firms, futures companies, trust companies, insurance companies, and third-party distribution channels.

Differentiator

Problem solved

Functional benefit

Products and services

• Quantitative Fund Management
• Private Banking Investment Advisory (私银投顾)
• Institutional Sales Services

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 capability3 records

Feature3 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Man Group / AHL: Global quantitative investment manager (AHL is its systematic unit) running ML/factor-based strategies at very large AUM scale. Comparable in quant methodology and ML application, though operating globally rather than focused on Chinese onshore capital.
• DE Shaw: Global quantitative and technology-driven investment manager with a long-running systematic equities program. Comparable in ML-driven systematic trading and heavy infrastructure investment, though at global scale and broader strategy mandate.
• Two Sigma: Global quantitative investment firm applying machine learning, distributed computing, and large alternative datasets to systematic trading. Comparable technology stack and ML-driven investment process, but at vastly larger scale and with global rather than China-only distribution.

Direct peers

• Greenwoods Asset Management (上海景林): Prominent Chinese alternative asset manager (long-biased and now also systematic strategies) serving institutional and high-net-worth clients through onshore private fund vehicles. Comparable in customer segment and distribution channels, though strategy mix differs.
• Ubiquant (九坤投资): Major Chinese quantitative hedge fund manager running systematic equity strategies with proprietary models and significant infrastructure investment. Same onshore Chinese private-fund structure, same ML/quant orientation, similar institutional distribution, but with much larger AUM and headcount.
• High-Flyer (幻方量化): One of China's largest quantitative private fund managers, applying AI/ML and high-performance computing to secondary-market strategies. Directly comparable to Yanzhou in strategy family (ML-driven quant equity), Chinese onshore distribution, and institutional/qualified-investor mandate focus, but at substantially greater scale.
• Jinying Investment (金锝投资): Established Chinese quantitative hedge fund manager focused on systematic equity strategies with proprietary research and trading infrastructure. Comparable as a domestic quant private fund serving qualified investors and institutions.
• Beijing Kuande Investment (北京坤元投资): Domestic Chinese quantitative private fund manager focused on systematic equity strategies using proprietary models. Closely comparable regulatory category, client base, and ML/quant orientation within the same onshore Chinese market.
• Lingjun Investment (灵均投资): Leading Chinese quantitative fund manager using statistical and machine-learning models for equity strategies. Closely comparable in regulatory category (private fund manager), strategy type, and onshore Chinese institutional client base.

Others

• Simu800 (私募排排网 / VIP Funds Platform): Third-party private fund distribution and due-diligence platform that lists and routes investors to Chinese private fund products, including Yanzhou's. Comparable as an ecosystem enabler rather than a competitor, critical to Yanzhou's digital distribution footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/%E8%A1%8D%E8%88%9F%E5%9F%BA%E9%87%91

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 Yanzhou Fund