Hermes Investment Management Limited

RIASEC Registered

Total AUM

$24.8B

Discretionary

$24.5B

99% of AUM

Avg account

$406M

Accounts

Employees

422

Advisory reps

Firm details

Headquarters: London,
CRD number: 153104
Registered since: April 5, 2010
Website: www.hermes-investment.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles56.89%
Pension & Profit Sharing Plans17.9%
Insurance Companies12.62%
Other Investment Advisers6.46%
Banking / Thrift Institutions2.42%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hermes Investment Management Limited is registered with the SEC and operates as an institutional registered investment adviser focused on serving institutional clients. The firm is classified as an institutional RIA and lists its ownership as a foreign entity and individual. Its advisory remit includes portfolio management for investment companies, pooled investment vehicles and for businesses or other institutions. Hermes also conducts CPO/CTA activities and maintains industry roles that include sponsor/GP responsibilities and relationships with broker-dealers and trust companies. The firm charges a mix of percentage-of-AUM, fixed, and performance-based fees and identifies itself as an active ESG investor.