Henry James International Management, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 169293
- Registered since
- February 18, 2014
- Website
- hj-intl.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- State / Municipal Government96.46%
- HNWI3.37%
- Individuals0.17%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Henry James International Management, Inc. is an institutional registered investment adviser that has been SEC-registered since 2014. The firm serves both individual and family clients as well as institutional entities, charging fees based on a percentage of assets under management. Its advisory work focuses on discretionary portfolio management for individuals and small businesses and separate portfolio management for businesses or institutions. The firm is not identified as an active ESG investor and does not present itself as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2James O'leary
Chief Investment Officer, Senior Portfolio ManagerCRD 1430861
Mercedes Castrelo-huntley
Chief Compliance OfficerCRD 8220417
Contacts
2 of 2Susan O'leary
OwnerCRD 6627099

Christopher O'leary
Marketing DirectorCRD 6627103
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 274 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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