J O HAMBRO CAPITAL MANAGEMENT LIMITED

RIASEC RegisteredEst. 2008

Total AUM

$23.3B

Discretionary

$23.3B

100% of AUM

Avg account

$369M

Accounts

Employees

155

Advisory reps

Firm details

Headquarters: LONDON,
CRD number: 138653
Registered since: September 30, 2008
Website: www.johcm.com
Custodians: THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles66.55%
Investment Companies21.68%
Pension & Profit Sharing Plans7.66%
State / Municipal Government3.78%
Insurance Companies0.33%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

J O Hambro Capital Management Limited operates as a corporate adviser serving primarily institutional clients. The firm is SEC-registered (since 2008) and is owned by a mix of foreign and individual stakeholders. Its advisory mandate spans portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. Fee arrangements include a percentage-of-assets model and the use of performance-based fees. The firm identifies as an active ESG investor and reports multi-product activity across pooled vehicles and investment companies.