QHH Capital Management, LLC

RIAState 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, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm charges clients a percentage-of-assets fee and focuses on discretionary portfolio management for individuals and small businesses, as well as for business or institutional accounts. QHH does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not present itself as a pension consultant or capital allocator.

Assets & Accounts

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: Private Funds 99%, Cash & Cash Equivalents 1%99%
  • Private Funds99%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth