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H&H International Investment, LLC

Palo Alto, CASEC-registered investment adviserCRD 292451

Filed as H&H INTERNATIONAL INVESTMENT, LLC

H&H International Investment, LLC is an SEC-registered investment advisory firm in Palo Alto, CA, registered since 2018, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 17, 2026.

8 years
registered since 2018
$25,499,731,823
assets under management
2 arrangements
Percentage of assets, Performance-based
None
disclosure items (Item 11)

Quick answers

From the filing

How is H&H International Investment, LLC compensated?

On its Form ADV (Item 5.E, October 2026), H&H International Investment, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

Where is H&H International Investment, LLC located?

H&H International Investment, LLC's principal office is in Palo Alto, CA, according to its Form ADV.

Is H&H International Investment, LLC registered with the SEC or a state?

H&H International Investment, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292451.

How much does H&H International Investment, LLC manage?

H&H International Investment, LLC reports $25,499,731,823 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (100% discretionary).

How have H&H International Investment, LLC's assets and staff changed since 2021?

In the Form ADV data for H&H International Investment, LLC: Regulatory assets under management: $7,983,845,014 in the October 2021 data and $25,499,731,823 in the October 2026 data, up 219%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does H&H International Investment, LLC serve?

By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

Which custodians does H&H International Investment, LLC use?

H&H International Investment, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. Advisor Services (CRD# 5393) and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

Does H&H International Investment, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292451

Does H&H International Investment, LLC state an account minimum?

Its Form ADV Part 2A brochure dated May 12, 2026 says: "There is no account minimum for any of H&H’s services."

What changed in H&H International Investment, LLC's recent Form ADV filings?

In the February 2026 filing data: Regulatory assets under management went from $21,945,608,896 to $25,499,731,823 (+16%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: None

The brochure's wording
There is no account minimum for any of H&H’s services.

As stated in the firm's Form ADV Part 2A brochure dated May 12, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$25,499,731,823

$25,499,731,823 as of October 2026, filing dated September 17, 2026.

Discretionary: $25,499,731,823.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 0 Assets $0 (0%)
High net worth individuals
Clients Fewer than 5 Assets $13,589,301,905 (53%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 2 Assets $3,710,186,758 (15%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0 (0%)
Charitable organizations
Clients 0 Assets $0 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients Fewer than 5 Assets $8,200,243,160 (32%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2018 (8 years)
Employees
Total: 2. Performing investment advisory functions: 2.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
1 state or jurisdiction
CA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$7.98B 2021 $11B 2022 $10.9B 2023 $18B 2024 $21.9B 2025 $25.5B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$25,499,731,8232September 17, 2026
October 2025$21,945,608,8962January 29, 2025
October 2024$18,041,562,4212May 8, 2024
October 2023$10,885,418,7452February 6, 2023
October 2022$10,980,426,0302March 3, 2022
October 2021$7,983,845,0142May 17, 2021

Regulatory assets under management: $7,983,845,014 in the October 2021 data and $25,499,731,823 in the October 2026 data, up 219%.

Total employees: 2 in October 2021 and 2 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. February 2026
    • Regulatory assets under management went from $21,945,608,896 to $25,499,731,823 (+16%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Not reported.

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. H&H International Investment, LLC (CRD 292451): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/h-and-h-international-investment-llc-palo-alto-ca-292451