H&H International Investment, Llc
- Regulatory AUM
- $25.5B
- Discretionary
- $25.5B
- Clients
- 2
- Avg AUM / client
- $12.7B
- Accounts
- 12
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $13.6B | 53.3% |
| Pooled investment vehicles (non-investment companies) | 2 | $3.7B | 14.5% |
| Corporations and other businesses | Fewer than 5 clients | $8.2B | 32.2% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Duan, Yong | Owner | Feb 2018 (9y) | 75% or more | |
| Eric Hu | Chief Compliance Officer | Feb 2018 (9y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 912 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Interactive Brokers $12.8B (50% of AUM) May 2026
- Charles Schwab & Co. $9.0B (35% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 17, 2026.
View current Form ADV (SEC/IAPD) ↗