F
FHL Investment Management Company, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$38,408,951
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
19
11% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
19
Average account size
$2,021,524
About
FHL Investment Management Company, LLC advises a small number of discretionary individual accounts and serves as the investment adviser and general partner to a privately offered pooled vehicle, the FHL Healthcare Fund, LP. The firm provides portfolio management for individually managed accounts and formulates and directs investments for the Fund in accordance with the Fund’s governing documents.
The firm employs a long-only, bottom-up fundamental research process and offers two strategies: a diversified separately managed strategy for individual clients and a healthcare-specialty strategy implemented through the Fund. FHL typically manages accounts on a discretionary basis, using position-level risk controls and a mix of equities, mutual funds, ETFs, fixed income and, where appropriate, derivatives or margin to implement its strategies.
FHL is atypical among single-advisor independent firms in that it operates a private fund as general partner and uses performance-based compensation arrangements while simultaneously managing individual accounts, which requires certain investor qualifications and creates side-by-side management considerations. The firm discloses these potential conflicts and describes procedures to allocate opportunities and manage conflicts, and its portfolio manager’s background leading healthcare equity research informs the Fund’s specialty focus.
Client services
Portfolio management
Fee options
$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
Main office location
FHL Investment Management Company, LLC
12358 Parklawn Drive, #302
North Bethesda MD 20852, United States
Number of offices
3
Most active in
FHL Investment Management Company, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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