Asset ManagerRIA · CRD 162102SEC-RegisteredPrivate Fund Adviser

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China Merchants Securities Zhiyuan Capital

China Merchants Securities Zhiyuan Capital was founded in 2013 as a wholly-owned subsidiary of China Merchants Securities. Li Zongjun serves as chairman.

China Merchants Securities Zhiyuan Capital

China Merchants Securities Zhiyuan Capital was founded in 2013 as a wholly-owned subsidiary of China Merchants Securities. Li Zongjun serves as chairman. The firm conducts equity investments, securities investment, financial product investment and commodity investment. Investment activity spans venture, growth, buyout and infrastructure strategies. Holdings include Regend Therapeutics, Moore Thread, J&T Express and QingCloud. The firm operates primarily in China with additional exposure through global logistics positions. It uses joint-venture vehicles such as Zhaoshang Baowan Shendan (Foshan) Equity Investment Partnership. The firm belongs to the Securities Association of China and the Asset Management Association of China. It retains Guangdong Shengdian Law Firm as legal counsel and KPMG as auditor. January 2024: participated as speaker at the China Conference in Hong Kong on technological innovation and green finance.

General information

Firm type

Generalist

Year founded

2013

AUM

Undisclosed

Location

Region

Asia

Country

China

City

Hong Kong

Corporate office

13/F, China Merchants Securities Building, Fuhua 1st Road, Futian District, Shenzhen, Guangdong, China

Principals

Li Zongjun

Chairman

Sector focus

Financial ServicesSemiconductorsHealthcareInfrastructure

Frequently asked questions

Who runs investment decisions at China Merchants Securities Zhiyuan Capital?

Li Zongjun serves as chairman. The firm operates as a wholly-owned subsidiary of China Merchants Securities.

How is China Merchants Securities Zhiyuan Capital related to China Merchants Securities?

It functions as a wholly-owned subsidiary established in 2013.

Does China Merchants Securities Zhiyuan Capital participate in fund commitments or only direct deals?

The firm uses both direct holdings and joint-venture vehicles including limited partnerships.

Which sectors does China Merchants Securities Zhiyuan Capital target?

Activity centers on semiconductors, healthcare, infrastructure and financial services.

Where does China Merchants Securities Zhiyuan Capital invest geographically?

Core activity occurs in China with selected global exposure through logistics holdings.

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