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Robert Hu

Advisor at Firmiacer Investment LLC

Updated today

Firm

Firmiacer Investment LLC

Location

Darien, CT

Credentials

Series 65

Industry experience

8 years

About

Robert Hu is a financial advisor at Firmiacer Investment LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at JM Cohen & Co. for fourteen years before joining Firmiacer in 2017. Firmiacer Investment LLC provides discretionary investment advisory services to high-net-worth individuals, pooled investment vehicles, and institutional investors. The firm employs a focused, buy-and-hold investment approach based on fundamental, bottom-up equity analysis, typically avoiding leverage and offering specialized services that include performance-based fee arrangements.

Client services

Based on Firmiacer Investment LLC

Portfolio management

Expertise

Based on Firmiacer Investment LLC

Active portfolio management

Fee options

Performance-based

Performance-based fees are charged as described in the legal documentation for private funds and separately managed client accounts; applicable to qualified clients with at least $1 million under management or meeting other specific criteria.

Other

Account minimum: $1,000,000

Location

Darien, CT

Most active in

Connecticut

Work history

Firmiacer Investment LLC

2017 - Present (9 years)

JM Cohen & Co.

2002 - 2016 (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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