QHH Capital Management, LLC

RIASEC Registered
Total AUM
$8.2M
Discretionary
$7.3M
90% of AUM
Avg account
$1.6M
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
311791
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Corporations / Businesses79.03%
  • HNWI20.97%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

QHH Capital Management, LLC is an independent registered investment adviser organized as an LLC that provides discretionary portfolio management for both individuals/small businesses and for business or institutional clients. The firm charges fees as a percentage of assets under management and reports that it is not active on ESG investing, is not a multi-state adviser, and does not operate as a capital allocator. The firm appears narrowly focused on investment management rather than advisory consulting or pension services.

Assets & Accounts

Investments & Alternatives

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: Private Funds 99%, Cash & Cash Equivalents 1%99%
  • Private Funds99%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Raymond Maclean

    Raymond Maclean

    Managing MemberCRD 6844705

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth