FI
Fhl Investment Management Company, Llc
State-registered
Private Fund Manager · Boutique (under $100M)
CRD 293961
· North Bethesda, MD
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ADV data as of Mar 27, 2025
- Regulatory AUM
- $38.4M
- Discretionary
- $38.4M
- Clients
- 21
- Avg AUM / client
- $1.8M
- Accounts
- 28
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 17 | $6.7M | 17.4% |
| High net worth individuals | 2 | $2.8M | 7.23% |
| Pooled investment vehicles (non-investment companies) | 1 | $28.3M | 73.8% |
| Charitable organizations | 1 | $628K | 1.63% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Q Li | Registered representative | CFA | Dec 2023 (3y) |
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) | 03/27/2025 | 1.26 MB | 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 $29.2M (76% of AUM) Mar 2025
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: Mar 27, 2025.
View current Form ADV (SEC/IAPD) ↗