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 SEC-registered investment adviser focused on discretionary portfolio management for individuals, families and institutional clients. The firm charges on a percentage-of-assets-under-management basis and shows a clear preference for exchange-traded equity exposure. Its filings indicate active management of global equities — with sizable positions in non‑U.S. names — and use of third‑party managers to access alternative strategies. Henry James International is not positioned as an ESG-focused or multi-state adviser in its filings. The firm services both private clients and smaller institutions, offering portfolio management for individuals/small businesses as well as for businesses or institutions. Alternatives and mutual funds appear to be used as complementing sleeve allocations rather than the core of the advisory business.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
3 of 3MERCEDES CASTRELO-HUNTLEY
Chief Compliance OfficerCRD 8220417
JAMES O'LEARY
Chief Investment Officer, Senior Portfolio ManagerCRD 1430861
ARJEN KUYPER
Chief Compliance OfficerCRD 1318810
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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