IH2 ADVISORS & COMPANY

Adviser information for IH2 ADVISORS & COMPANY last updated from Form ADV on December 13th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 2 $2.5M
Total 2 $2.5M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers <5 $2.5M
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services ADVISORY PLATFORM SERVICES TO BE USED BY OTHER ADVISORS
Compensation ADVISORY PLATFORM FEES

Identifiers

SEC RIA File Number 801-127970
SEC ERA File Number 801-127970
SEC CIK Numbers None
SEC CRD Numbers 325788
Legal Entity Identifier None

Principal Office

ONE GREENVILLE CROSSING, SUITE 117
WILMINGTON
DE
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 302-345-6404, Fax: None

Chief Compliance Officer

STEPHEN M. HAGAN
MANAGING PARTNER
ONE GREENVILLE CROSSING, SUITE 117
WILMINGTON
DE
United States
Tel: 302-345-6404
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
HARPER, ANTHONY, JOSEPH Individual MANAGING PARTNER 05/2021 50-75%
HAGAN, STEPHEN, M Individual MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER 01/2023 50-75%

No. Employees, Historic

1050202320241 on 4/13/20231 on 4/20/20231 on 7/11/20231 on 9/13/20231 on 12/13/2023

RAUM, Historic

200M100M0202320240 on 4/13/20230 on 4/20/20230 on 7/11/2023110000000 on 9/13/20232500000 on 12/13/2023