FHL Investment Management Company, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$9,444,562
Clients
19
Advisors
1
of 1 employees
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
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
12358 Parklawn Drive, #302
North Bethesda MD 20852
Advisors at this office
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")