H&H International Investment, LLC

RIASEC RegisteredEst. 2018
Total AUM
$25.5B
Discretionary
$25.5B
100% of AUM
Avg account
$2.1B
Accounts
12
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

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 79%, US Government Bonds 22%, Cash & Cash Equivalents 2%79%
  • Exchange Traded Equities79%
  • US Government Bonds22%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Eric Hu

    Chief Compliance OfficerCRD 6909366

Contacts

1 of 1
  • Yongping Duan

    OwnerCRD 6909364

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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