H&H International Investment, LLC

RIASEC Registered
Total AUM
$25.5B
Discretionary
$25.5B
100% of AUM
Avg account
$2.1B
Accounts
12
Employees
2
Advisory reps
2

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 an SEC-registered institutional RIA formed in 2018 and organized as an LLC with individual ownership. The firm serves institutional clients and provides portfolio management for both individuals/small businesses and pooled investment vehicles. Its fee arrangement combines a percentage-of-AUM component with performance-based fees. H&H does not identify as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 79%, US Government Bonds 22%, Cash & Cash Equivalents 2%79%
  • Exchange Traded Equities79%
  • US Government Bonds22%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1

  • Eric Hu

    Chief Compliance OfficerCRD 6909366

Contacts

1 of 1

  • Yongping Duan

    OwnerCRD 6909364

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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