# 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.

- CRD: 292451
- Filed as: H&H INTERNATIONAL INVESTMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palo Alto, CA
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292451
- AdvisorCensus page: https://advisorcensus.com/firm/h-and-h-international-investment-llc-palo-alto-ca-292451

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated May 12, 2026)

- Account minimum: None

> There is no account minimum for any of H&H’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc. Advisor Services (CRD# 5393)
- Interactive Brokers LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $25,499,731,823
- Discretionary: $25,499,731,823
- Non-discretionary: $0

### Clients (Item 5.D)

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

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $7,983,845,014 | 2 | May 17, 2021 |
| October 2022 | $10,980,426,030 | 2 | March 3, 2022 |
| October 2023 | $10,885,418,745 | 2 | February 6, 2023 |
| October 2024 | $18,041,562,421 | 2 | May 8, 2024 |
| October 2025 | $21,945,608,896 | 2 | January 29, 2025 |
| October 2026 | $25,499,731,823 | 2 | September 17, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $21,945,608,896 to $25,499,731,823 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. H&H International Investment, LLC (CRD 292451): Form ADV filing data as of October 2026.