H&H INTERNATIONAL INVESTMENT, LLC

RIASEC RegisteredEst. 2018

Total AUM

$25.5B

Discretionary

$25.5B

100% of AUM

Avg account

$2.1B

Accounts

Employees

Advisory reps

Firm details

Headquarters: PALO ALTO, California
CRD number: 292451
Registered since: April 18, 2018
Custodians: INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI53.29%
Corporations / Businesses32.16%
Pooled Investment Vehicles14.55%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

H&H International Investment, LLC is a privately owned LLC that provides portfolio management for institutional clients, including management for individuals/small businesses and pooled investment vehicles. The firm has been SEC-registered since 2018 and bills clients on a percentage-of-AUM basis while also employing performance-based fees for certain mandates. Public filings indicate a clear tilt toward equity strategies rather than ESG- or pension-focused consulting; the firm does not identify as an active ESG investor and is not structured as a multi-state or related adviser.