IH2 ADVISORS & COMPANY

RIASEC RegisteredEst. 2025
Total AUM
$265M
Discretionary
$0
0% of AUM
Avg account
$12.6M
Accounts
21
Employees
3
Advisory reps
3

Firm details

Headquarters
WILMINGTON, Delaware
CRD number
325788
Registered since
May 16, 2025
Fee structure
Percentage of AUM, Other
Client types
  • Other Investment Advisers100%

Firm profile

FINTRX

Overview

IH2 Advisors & Company is an institutional-focused investment adviser with a clear tilt toward fixed income and credit strategies. The firm is SEC-registered (2025) and is structured as a corporation owned by a domestic entity and an individual. Its client base is narrow and large—three institutional clients—with an advisory mandate that is delivered primarily on a non-discretionary basis. Fee arrangements include percentage-of-AUM billing along with other fee components. Investment practice centers on credit exposure, with non-investment-grade corporate bonds representing the largest single asset class on the books. The firm also identifies as an active ESG investor, which suggests ESG factors are integrated into research and portfolio selection across holdings where relevant. IH2 is not positioned as a traditional capital allocator firm, but it does employ external managers for alternative exposures rather than acting solely as a fund-of-funds allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 72%, Exchange Traded Equities 26%, Public Funds/Mutual Funds 2%72%
  • Non-Investment Grade Corp Bonds72%
  • Exchange Traded Equities26%
  • Public Funds/Mutual Funds2%

Contacts

3 of 3
  • STEPHEN HAGAN

    Managing PartnerCRD 2434067

  • DAVID FRASCELLA

    Investment Adviser RepresentativeCRD 4197259

  • ABIODUN OSANYINJOBI

    Investment Adviser RepresentativeCRD 5780299

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

WILMINGTON, DE

NEW CASTLE

Location

WILMINGTON, DE

Headquartered in WILMINGTON, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
South
County
NEW CASTLE
Address
112 S French St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth