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 a small, privately held advisory firm organized as an LLC and owned by an individual. The firm bills clients on a percentage-of-AUM basis and provides discretionary portfolio management for individuals, small businesses, and for business or institutional clients. It does not describe itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. The firm appears established rather than newly formed.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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