FHL INVESTMENT MANAGEMENT COMPANY, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents15%
Contacts
1 of 1Paul Li
Founder and Portfolio ManagerCRD 6928525
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
PROFIT INVESTMENTS
RIANORTH BETHESDA, MD
ORTMAN FINANCIAL PLANNING
RIANORTH BETHESDA, MD
TERRAFORT CAPITAL LLC
RIANORTH BETHESDA, MD
AUDIBLE WEALTH MANAGEMENT
RIASILVER SPRING, MD
ELITE FINANCIAL GROUP
RIAGAITHERSBURG, MD
NORTHSTAR WEALTH MANAGEMENT, INC.
RIACOLUMBIA, MD