H&H International Investment, LLC
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
FINTRXOverview
H&H International Investment, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2018. The firm reports an individual owner and identifies its primary client base as institutional. It charges a mix of percentage-of-AUM fees and performance-based fees and provides portfolio management both for individual/small-business accounts and for pooled investment vehicles. H&H does not identify as an ESG-focused investor and is not registered as a multi-state adviser. The firm's service offering and fee structure, together with its pooled-vehicle advisory activity, indicate a business model that can accommodate large, concentrated mandates and performance-linked strategies rather than a purely advisory or wrap-fee retail model.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- US Government Bonds22%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Eric Hu
Chief Compliance OfficerCRD 6909366
Contacts
1 of 1Yongping Duan
OwnerCRD 6909364
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palo Alto, CA
San Mateo
Location
Palo Alto, CA
Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 2479 E Bayshore Rd
- Time zone
- PT (UTC-8)
- Office locations
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