{
  "crd_number": 283555,
  "slug": "hi2-investment-management-llc-white-plains-ny-283555",
  "primary_business_name": "HI2 INVESTMENT MANAGEMENT, LLC",
  "legal_name": "HI2 INVESTMENT MANAGEMENT, LLC",
  "dbas": [],
  "city": "White Plains",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2024-07-30",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 1,
  "states_registered": [],
  "websites": [
    "https://hi2global.com",
    "https://linkedin.com/company/hi2global"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283555",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    }
  ],
  "city_as_filed": "WHITE PLAINS",
  "url": "https://advisorcensus.com/firm/hi2-investment-management-llc-white-plains-ny-283555",
  "display_name": "HI2 Investment Management, LLC",
  "summary": "HI2 Investment Management, LLC is an exempt reporting adviser in White Plains, NY, filing reports since 2024. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. HI2 Investment Management, LLC (CRD 283555): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is HI2 Investment Management, LLC located?",
      "a": "HI2 Investment Management, LLC's principal office is in White Plains, NY, according to its Form ADV."
    },
    {
      "q": "How does HI2 Investment Management, LLC report to regulators?",
      "a": "HI2 Investment Management, LLC is an exempt reporting adviser, filing reports since 2024. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 283555."
    },
    {
      "q": "How have HI2 Investment Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for HI2 Investment Management, LLC: Regulatory assets under management: $151,910,000 in the October 2021 data and $67,037,000 in the October 2023 data, down 56%. Total employees: 2 in October 2021 and 1 in October 2023. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does HI2 Investment Management, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/283555"
    },
    {
      "q": "What changed in HI2 Investment Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 151910000.0,
      "total_employees": 2,
      "filing_date": "2021-04-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 50483000.0,
      "total_employees": 1,
      "filing_date": "2022-06-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 67037000.0,
      "total_employees": 1,
      "filing_date": "2023-07-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-07-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-03-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/hi2-investment-management-llc-white-plains-ny-283555.md",
  "clients": [],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283555",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}