{
  "crd_number": 325788,
  "slug": "ih2-advisors-and-company-wilmington-de-325788",
  "primary_business_name": "IH2 ADVISORS & COMPANY",
  "legal_name": "IH2 ADVISORS & COMPANY",
  "dbas": [],
  "city": "Wilmington",
  "state": "DE",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-05-16",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 265318418.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 265318418.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other_investment_advisers": {
      "raum": 265318418.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "DE"
  ],
  "websites": [
    "https://incadense.com/ih2-advisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325788",
  "city_as_filed": "WILMINGTON",
  "url": "https://advisorcensus.com/firm/ih2-advisors-and-company-wilmington-de-325788",
  "display_name": "IH2 Advisors & Company",
  "summary": "IH2 Advisors & Company is an SEC-registered investment advisory firm in Wilmington, DE, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. IH2 Advisors & Company (CRD 325788): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is IH2 Advisors & Company compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), IH2 Advisors & Company reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is IH2 Advisors & Company located?",
      "a": "IH2 Advisors & Company's principal office is in Wilmington, DE, according to its Form ADV."
    },
    {
      "q": "Is IH2 Advisors & Company registered with the SEC or a state?",
      "a": "IH2 Advisors & Company is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 325788."
    },
    {
      "q": "How much does IH2 Advisors & Company manage?",
      "a": "IH2 Advisors & Company reports $265,318,418 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (0% discretionary)."
    },
    {
      "q": "How have IH2 Advisors & Company's assets and staff changed since 2023?",
      "a": "In the Form ADV data for IH2 Advisors & Company: Regulatory assets under management: $110,000,000 in the October 2023 data and $265,318,418 in the October 2026 data, up 141%. Total employees: 1 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does IH2 Advisors & Company serve?",
      "a": "By number of clients on Form ADV Item 5.D: other investment advisers (3)."
    },
    {
      "q": "Does IH2 Advisors & Company report any disciplinary disclosures?",
      "a": "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/325788"
    },
    {
      "q": "What changed in IH2 Advisors & Company's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $105,000,000 to $265,318,418 (+153%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 110000000.0,
      "total_employees": 1,
      "filing_date": "2023-09-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 105000000.0,
      "total_employees": 2,
      "filing_date": "2025-07-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 265318418.0,
      "total_employees": 3,
      "filing_date": "2026-04-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3.",
        "Regulatory assets under management went from $105,000,000 to $265,318,418 (+153%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in CA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/ih2-advisors-and-company-wilmington-de-325788.md",
  "clients": [
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 3,
      "fewer_than_5": true,
      "raum": 265318418.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/325788",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}