FHL INVESTMENT MANAGEMENT COMPANY, LLC

RIASEC Registered
Total AUM
$38.4M
Discretionary
$38.4M
100% of AUM
Avg account
$1.4M
Accounts
28
Employees
1
Advisory reps
1

Firm details

Headquarters
NORTH BETHESDA, Maryland
CRD number
293961
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles73.78%
  • Individuals17.36%
  • HNWI7.23%
  • Charitable Organizations1.63%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fhl Investment Management Company, LLC operates as a limited liability company and primarily functions as a hedge fund. The firm focuses on portfolio management for both individual clients and pooled investment vehicles. With a client base that includes both individuals and families as well as institutional investors, Fhl Investment Management employs a fee structure that consists of a percentage of assets under management and performance-based fees. The firm does not engage in active ESG investing and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 85%, Cash & Cash Equivalents 15%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents15%

Contacts

1 of 1
  • Paul Li

    Founder and Portfolio ManagerCRD 6928525

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NORTH BETHESDA, MD

MONTGOMERY

Location

NORTH BETHESDA, MD

Headquartered in NORTH BETHESDA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
12358 Parklawn Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth