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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Optima
- Established Date
- 06-01-2007
- Office Locations
- 1
Office Locations
About Analytic Investment Management LLC
Analytic Investment Management is a Cupertino, CA RIA providing active portfolio management and asset allocation using proprietary, market-tested algorithms for equity-oriented portfolios, primarily implemented with ETFs. Assets stay in clients’ own Interactive Brokers accounts with 24/7 online holdings visibility, no lockups or surrender charges, and advisory-fee-only compensation. Founded by Hengfu Hsu, a patented technologist with Silicon Valley software experience; capacity is limited per portfolio.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
HENGFU HSU
Chief Executive Officer, Financial Advisor, President
- CRD
- #5040238
- Ownership
- 75% or more
HAILING CHAI
Chief Investment Officer, Head of Capital Markets, Secretary
- CRD
- --
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,481,755 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,481,755 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,481,755
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $706,882,731 | 54.2% |
| Cash | $597,328,950 | 45.8% |
| Total | $1,304,211,681 | 100.0% |