H&H International Investment, LLC
Firm details
- Headquarters
- Palo Alto, California
- CRD number
- 292451
- Registered since
- April 18, 2018
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI53.29%
- Corporations / Businesses32.16%
- Pooled Investment Vehicles14.55%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
H&H International Investment, LLC is a privately owned limited liability company that operates as an institutional registered investment advisor. The firm registered with the SEC in 2018 and reports an institutional client base while offering portfolio management for both individuals/small businesses and pooled investment vehicles. Its fee model combines a percentage-of-AUM charge with performance-based fees, and it does not identify as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The firm is not positioned as a capital allocator to external managers in the profile data.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities79%
- US Government Bonds22%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Eric Hu
Chief Compliance OfficerCRD 6909366
Contacts
1 of 1Yongping Duan
OwnerCRD 6909364
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palo Alto, CA
San Mateo
Location
Palo Alto, CA
Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 2479 E Bayshore Rd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Ribbit Capital
RIAPalo Alto, CA
Accel Management Co L.L.C.
RIAPalo Alto, CA
Wealthfront Advisers LLC
RIAPalo Alto, CA
Frazier Life Sciences Management, LP
RIAPalo Alto, CA
Vivo Capital, LLC
RIAPalo Alto, CA
TCG Crossover Management, LLC
RIAPalo Alto, CA