Henry James International Management, Inc.

RIASEC RegisteredEst. 2014
Total AUM
$402M
Discretionary
$402M
100% of AUM
Avg account
$6.4M
Accounts
63
Employees
5
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
169293
Registered since
February 18, 2014
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

FINTRX

Overview

Henry James International Management, Inc. is an institutional registered investment adviser that has been SEC-registered since 2014. The firm serves both individual and family clients as well as institutional entities, charging fees based on a percentage of assets under management. Its advisory work focuses on discretionary portfolio management for individuals and small businesses and separate portfolio management for businesses or institutions. The firm is not identified as an active ESG investor and does not present itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • James O'leary

    James O'leary

    Chief Investment Officer, Senior Portfolio ManagerCRD 1430861

  • Mercedes Castrelo-huntley

    Chief Compliance OfficerCRD 8220417

Contacts

2 of 2
  • Susan O'leary

    OwnerCRD 6627099

  • Christopher O'leary

    Christopher O'leary

    Marketing DirectorCRD 6627103

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth