H&H International Investment, LLC (Menlo Park)

H&H International Investment, LLC is a large advisory firm based in Menlo Park. It manages $920.05 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of California.

H&H International Investment provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

H&H International Investment: assets under management

The assets under management (AUM) of H&H International Investment, LLC is $920.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 91% since the beginning of its operation, and $920.05 million of the total AUM is attributable to clients outside of the United States.

The firm manages $920.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $306.68 million each.

Investments

The firm invests in exchange traded securities the most. They account for 89% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 11% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay H&H International Investment, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients H&H International Investment serves?

The only and largest group of clients of H&H International Investment is high net worth individuals with 1 clients and $920.05 million of assets under management. Among the 11 most similar advisory firms, H&H International Investment has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $920.05 million for 1 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.

H&H International Investment doesn't advise any private funds.

Careers at H&H International Investment, LLC

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

H&H International Investment, LLC is owned by Yongping Duan. Eric Hu joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Yongping Duan	Owner	1 Feb 2018	75% - 100%	6909364
Eric Hu	Chief compliance officer	1 Feb 2018	Other	6909366

Based in Menlo Park

The principal office where H&H International Investment, LLC performs its advisory services is located at 162 Constitution Dr, Menlo Park, CA 94025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-319-6832. The normal business hours are by appointment only on Other.