HERMES INVESTMENT MANAGEMENT LIMITED
Latest filing: Oct 18, 2024 (34 days ago)
AUM
$32,023,444,961
8% change vs. 1 year ago
-21% change vs. 3 years ago
34% change vs. 5 years ago
53% change vs. 10 years ago
Employee Count
438
3% change vs. 1 year ago
17% change vs. 3 years ago
20% change vs. 5 years ago
63% change vs. 10 years ago
Main Office
LONDON,
150 CHEAPSIDE, LONDON, , UNITED KINGDOM, EC2V 6ET
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $31.9 |
| Non-Discretionary | $0.1 |
| Total | $32.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $18.8 |
| Institutional | $13.2 |
| Total | $32.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $13.2 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $13.2 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 64% | $8.4 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.4 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 6% | $0.8 |
| HY Credit | 15% | $2.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 12% | $1.6 |
| Other | 0% | $0.0 |
| Total | 100% | $13.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| FEDERATED INVESTMENT MANAGEMENT COMPANY | $501.6 | 105138 | |
| FEDERATED INVESTMENT COUNSELING | $185.5 | 105325 | |
| FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA | $26.2 | 128610 | |
| FEDERATED HERMES (UK) LLP | $20.3 | 169087 | |
| FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | $18.3 | 106277 | |
| HERMES GPE LLP | $10.3 | 151848 | |
| FEDERATED MDTA LLC | $6.7 | 109355 | |
| HERMES GPE (USA) INC | $1.3 | 166839 | |
| FEDERATED PRIVATE FUND OF ONE TRADE FINANCE PARTNERSHIP GENERAL PARTNER LLC | $0.0 | - | |
| FEDERATED HERMES JAPAN LTD | $0.0 | - | |
| HERMES GPE (SINGAPORE) PTE LIMITED | $0.0 | - | |
| FEDERATED INTERNATIONAL SECURITIES CORP. | $0.0 | broker-dealer | 290173 |
| FEDERATED ADVISORY SERVICES COMPANY | $0.0 | 128611 | |
| FEDERATED INVESTORS TRUST COMPANY | $0.0 | trust company | - |
| FEDERATED SECURITIES CORP. | $0.0 | broker-dealer | 5009 |
| HERMES ALTERNATIVE INVESTMENT MANAGEMENT LIMITED | $0.0 | 168684 | |
| FEDERATED INVESTORS AUSTRALIA SERVICES LTD | $0.0 | - | |
| HERMES FUND MANAGERS IRELAND LIMITED | $0.0 | 319364 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
11 active
| Name | Title |
|---|---|
| NUSSEIBEH, SAKER, ANWAR | DIRECTOR, CHIEF EXECUTIVE OFFICER |
| KENNEDY, IAN, MARSHALL | DIRECTOR, CHIEF OPERATING OFFICER |
| MURRAY, EOIN, ANGUS | DIRECTOR |
| TAYLOR, CHRISTOPHER, MARK | DIRECTOR |
| DULSKI, GREGORY, PHILIP | DIRECTOR |
| FITZHARRIS, DAVID, ANDREW | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-11-01 | $32.0 | $0.0 | 0% | 438 | 0 | 0% |
| 2024-04-02 | $32.0 | $0.0 | 0% | 438 | 0 | 0% |
| 2023-04-04 | $29.7 | $2.3 | 8% | 424 | 14 | 3% |
| 2022-04-01 | $40.8 | -$8.7 | -21% | 385 | 53 | 14% |
| 2021-04-05 | $40.5 | -$8.4 | -21% | 374 | 64 | 17% |
| 2020-04-01 | $30.9 | $1.1 | 4% | 336 | 102 | 30% |
| 2019-04-01 | $23.8 | $8.2 | 34% | 366 | 72 | 20% |
| 2018-04-02 | $26.0 | $6.0 | 23% | 284 | 154 | 54% |
| 2017-04-01 | $16.4 | $15.7 | 96% | 280 | 158 | 56% |
| 2016-04-01 | $11.8 | $20.2 | 171% | 249 | 189 | 76% |
| 2015-04-01 | $23.4 | $8.6 | 37% | 248 | 190 | 77% |
| 2014-04-01 | $20.9 | $11.1 | 53% | 269 | 169 | 63% |
| 2013-04-01 | $21.3 | $10.8 | 51% | 263 | 175 | 67% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV