Advisor at FHL Investment Management Company, LLC
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Firm
FHL Investment Management Company, LLC
Location
North Bethesda, MD 20852
Credentials
CFA®
Industry experience
7 years
Paul Li is a CFA® charterholder and the sole advisor at FHL Investment Management Company, LLC, with seven years of industry experience. Prior to founding FHL in 2018, he worked at Brown Advisory for 12 years. He serves as the portfolio manager of the FHL Healthcare Fund, LP, a private placement fund focused on publicly traded equities. FHL Investment Management Company, LLC advises a limited number of discretionary individual accounts and manages the FHL Healthcare Fund, LP. The firm employs a long-only, bottom-up fundamental research approach, offering both a diversified separately managed strategy for individual clients and a healthcare-specialty strategy through the Fund.
$0 - $5 million: 1.25% annually (up to) for individual managed accounts $0 - $5 million: 0.75% for Founder Class and Significant Investors in Fund $5 million+: 0.50% for Founder Class and Significant Investors in Fund $0+: 1.25% Management Fee for Fund investors (standard) $0+: 1.50% flat fee in lieu of performance allocation (optional) $0+: 20% Performance Allocation on net capital appreciation (Fund investors, if applicable)
20% Performance Allocation on net capital appreciation for Fund investors exceeding benchmark or 2% annual return; optional flat 1.50% fee instead
Account minimum: $100,000 minimum Fee-only: Management fees up to 1.25% annually for individual accounts; Performance fees for Fund clients
12358 Parklawn Drive, #302
North Bethesda, MD 20852
Maryland
FHL Investment Management Company, LLC
2018 - Present (8 years)
Brown Advisory
2006 - 2018 (12 years)
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