H
CRD: 292451
H&h International Investment, LLC
Palo Alto, CA, 94303
6503196832
$25.5B Total AUM
$25.5B Disc. AUM
29.9% 3Y CAGR
2 Employees
2 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-2018
- Office Locations
- 1
Office Locations
2479 E Bayshore RD #120 Palo Alto CA
About H&h International Investment, LLC
H&h International Investment, LLC is a Palo Alto-based RIA. The firm has been operating for 8 years. Managing $25.5B in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$12.7B AVG AUM / ADVISOR
$12.7B AVG AUM / CLIENT
8.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Glacier north
Investment Themes
Focus
Investment Vehicles
Prime quantum
Services
Capital Insight Oak element
Owner & Executives
Y
YONG DUAN
Owner
- CRD
- --
- Ownership
- 75% or more
(340) 855-1123
frontier.timber@glaciercapital.com
in linkedin.com/in/ridge-foundation
E
Eric Hu
Chief Compliance Officer, Manager, Senior Vice President
- CRD
- #6909366
- Ownership
- Less than 5%
(595) 626-8193
delta.harbor@beaconcapital.com
in linkedin.com/in/frontier-pathway
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,499,731,823 | $2,124,977,652 |
| Non-Discretionary | $0 | -- |
| Total | $25,499,731,823 | $2,124,977,652 |
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Separately Managed Accounts
Total SMA Asset: $21,789,545,065
Equity - Exchange:
34.1% U.S. Government/Agency:
38.1% Cash:
27.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,312,952,928 | 34.1% |
| U.S. Government/Agency | $2,584,267,054 | 38.1% |
| Cash | $1,885,633,178 | 27.8% |
| Total | $6,782,853,160 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX VECTOR VECTOR | MOMENTUM OAK | EYVQW6ZLQ | MNA | 5.48% | $51,690,254 |
| BRIDGE VALUE EMBER | NORTH OAK | 8HVR6ZPEN | TMQ | 12.46% | $34,592,519 |
| ALPHA VALUE WAVE | VERTEX BRIDGE | P9ZG8SJTT | PJDLH | 2.98% | $9,883,096 |
| CAPITAL MERIDIAN ELEMENT | FOCUS WAVE | EU0K3OWCL | DRTWR | 3.12% | $48,206,464 |
| VERTEX CAPITAL ALPHA | CREST PATHWAY | 6FTMXON3O | RJS | 9.87% | $5,018,062 |
| TIMBER SIGNAL | BEACON CREST | NFQZG3ING | VKN | 3.98% | $113,076,605 |
| LEGACY FRONTIER QUANTUM | VALUE DELTA | L4A0AGLN0 | KKVYU | 6.30% | $14,211,757 |
| OAK TIMBER | FRONTIER TIMBER | IP6V8V6NA | QEH | 5.66% | $44,129,939 |