HI2 INVESTMENT MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WHITE PLAINS, New York
CRD number
283555
Registered since
July 30, 2024

Firm profile

FINTRX

Overview

HI2 Investment Management, LLC is a small, SEC-registered investment adviser organized as a limited liability company. The firm’s operational profile centers on advising private funds and working with third-party alternative managers rather than running broad retail advisory programs. Its regulatory filings list its primary business activity as other financial product salesperson, indicating a focus on packaged products and fund-level offerings rather than standalone wealth-management platforms or broad fiduciary services. Investment activity is concentrated in private-market strategies. The firm allocates to private equity and venture capital vehicles and sponsors or advises a small number of private funds, including venture capital and hedge fund structures. Mutual funds are used as complementary positions alongside those private allocations. The firm does not identify itself as an active ESG investor, and it is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • Jinlong Wang

    Founder and CEOCRD 6645268

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WHITE PLAINS, NY

WESTCHESTER

Location

WHITE PLAINS, NY

Headquartered in WHITE PLAINS, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
WESTCHESTER
Address
50 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth