Han Assets Management LLC

Han Assets Management LLC provides investment advisory services to individuals, high‑net‑worth clients, trusts, and corporations, principally comprising a single‑family group and related entities. Operating as an outsourced chief investment officer (OCIO), the firm develops written investment policy statements, sets strategic and tactical asset allocation, oversees third‑party sub‑advisers, coordinates across mandates, and delivers consolidated performance and risk reporting.

The firm's approach is top‑down, multi‑asset and multi‑manager: it focuses on portfolio‑level allocation, sub‑adviser selection and oversight, cross‑manager coordination, and cash‑management oversight while third‑party sub‑advisers perform security selection and trade execution. Services are tailored through each client’s IPS, provided on a non‑discretionary basis, and reviewed at least quarterly with supplemental consolidated reporting to custodial statements.

Compared with many independent advisers, the firm’s OCIO/multi‑manager oversight role and stated orientation to institutional‑type clients is relatively uncommon among peers and distinguishes its offering from typical individual portfolio management. The brochure also discloses an affiliated marketing consulting business that developed portfolio‑reporting software for family entities and maintains a dual relationship with a prospective client — a material conflict the firm discloses — and notes that it currently reports no assets under management and does not maintain custody or vote client securities.