J O HAMBRO CAPITAL MANAGEMENT LIMITED
Latest filing: Sep 28, 2024 (202 days ago)
AUM
$25,215,241,859
-4% change vs. 1 year ago
-43% change vs. 3 years ago
-30% change vs. 5 years ago
2% change vs. 10 years ago
Employee Count
165
-5% change vs. 1 year ago
-17% change vs. 3 years ago
15% change vs. 5 years ago
65% change vs. 10 years ago
Main Office
LONDON,
1 ST JAMES'S MARKET, LONDON, , UNITED KINGDOM, SW1Y 4AH
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $25.2 |
| Non-Discretionary | $0.0 |
| Total | $25.2 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $22.3 |
| Institutional | $2.9 |
| Total | $25.2 |
| 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 |
|---|---|---|
| BANK OF NEW YORK MELLON | NEW YORK-NY-USA | $1.3 |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION | COLUMBUS-OH-USA | $0.8 |
| THE NORTHERN TRUST COMPANY | CHICAGO-IL-USA | $0.6 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $2.9 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $2.9 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 97% | $2.8 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 3% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $2.9 |
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 |
|---|---|---|---|
| BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | $49.9 | 105519 | |
| THOMPSON SIEGEL & WALMSLEY LLC | $20.8 | 105726 | |
| JOHCM (USA) INC | $10.2 | 167596 | |
| TRILLIUM ASSET MANAGEMENT, LLC | $5.0 | 110901 | |
| PERPETUAL LIMITED | $0.0 | - | |
| PERPETUAL INVESTMENT SERVICES EUROPE LIMITED | $0.0 | - | |
| JOHCM FUNDS (UK) LIMITED | $0.0 | - | |
| PENDAL GROUP LIMITED | $0.0 | - | |
| JOHCM (SINGAPORE) PTE LTD | $0.0 | - | |
| PERPETUAL US SERVICES, LLC | $0.0 | 317365 | |
| PENDAL INSTITUTIONAL LIMITED | $0.0 | - | |
| TRILLIUM ASSET MANAGEMENT UK LTD | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
11 active
| Name | Title |
|---|---|
| LYNN, STEPHEN, DONALD | DIRECTOR/CHIEF FINANCIAL OFFICER |
| LEWANDOWSKI, MARKUS, SIEGFRIED | CHIEF OPERATING OFFICER |
| LEACH, JANE | DIRECTOR |
| FIRN, JAMES, TIMOTHY | DIRECTOR |
| PARRY, ANDREW | HEAD OF INVESTMENTS |
| ALEXANDER, STEVE | CHIEF COMPLIANCE OFFICER/HEAD OF LEGAL, RISK AND COMPLIANCE, EUKA |
| FORSTER, CLARE, SUSAN | CHIEF EXECUTIVE OFFICER |
| GOODE, PETER, ROGER | HEAD OF PEOPLE AND CULTURE |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $25.2 | $0.0 | 0% | 165 | 0 | 0% |
| 2024-04-02 | $26.2 | -$1.0 | -4% | 173 | -8 | -5% |
| 2023-04-04 | $17.7 | $7.5 | 42% | 177 | -12 | -7% |
| 2022-04-01 | $44.2 | -$19.0 | -43% | 198 | -33 | -17% |
| 2021-04-05 | $36.1 | -$10.9 | -30% | 140 | 25 | 18% |
| 2020-04-01 | $36.1 | -$10.9 | -30% | 143 | 22 | 15% |
| 2019-04-01 | $40.4 | -$15.2 | -38% | 124 | 41 | 33% |
| 2018-04-02 | $40.8 | -$15.6 | -38% | 124 | 41 | 33% |
| 2017-04-01 | $31.1 | -$5.8 | -19% | 134 | 31 | 23% |
| 2016-04-01 | $27.2 | -$2.0 | -7% | 112 | 53 | 47% |
| 2015-04-01 | $24.6 | $0.6 | 2% | 100 | 65 | 65% |
| 2014-04-01 | $19.3 | $6.0 | 31% | 98 | 67 | 68% |
| 2013-04-01 | $12.8 | $12.4 | 97% | 92 | 73 | 79% |
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 |
ADVDB.CO • SOURCE: SEC FORM ADV