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 that provides fee-based portfolio management primarily to individuals, families and institutional clients. The firm has been registered since 2014 and operates under a domestic entity/individual ownership structure. It charges clients on a percentage-of-AUM basis and focuses its advisory practice on discretionary portfolio management for individuals/small businesses as well as for business and institutional accounts. The firm is not designated as a capital allocator and does not describe itself as an active ESG investor. It does not report multi-state adviser status and is not identified as a pension consultant or related adviser to another registered firm.
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
2 of 2Mercedes Castrelo-huntley
Chief Compliance OfficerCRD 8220417
James O'leary
Chief Investment Officer, Senior Portfolio ManagerCRD 1430861
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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