J O Hambro Capital Management Limited

RIASEC RegisteredEst. 2008
Total AUM
$23.3B
Discretionary
$23.3B
100% of AUM
Avg account
$369M
Accounts
63
Employees
155
Advisory reps
9

Firm details

Headquarters
London,
CRD number
138653
Registered since
September 30, 2008
Custodians
THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles66.55%
  • Investment Companies21.68%
  • Pension & Profit Sharing Plans7.66%
  • State / Municipal Government3.78%
  • Insurance Companies0.33%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

J O Hambro Capital Management Limited is a corporation operating as an institutional registered investment adviser (SEC-registered since 2008) that serves institutional clients. Ownership is noted as a combination of a foreign entity and individual stakeholders. The firm charges fees based on a percentage of assets under management and may collect performance-based fees on certain strategies. Advisory mandates include portfolio management for investment companies, pooled investment vehicles, and for businesses or other institutions. The firm is flagged as an active ESG investor, and it is not categorized as a capital allocator, pension consultant, or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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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 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Owners & executives

3 of 4
  • Steve Alexander

    Steve Alexander

    Chief Compliance OfficerCRD 7676835

  • William Street

    Chief Investment OfficerCRD 6254262

  • Suzanne Evans

    Suzanne Evans

    Chief Financial OfficerCRD 7167881

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Contacts

3 of 5
  • Peter Goode

    Head of People and CultureCRD 7847071

  • Clare Forster

    Head of Business ManagementCRD 7844988

  • Jane Leach

    Jane Leach

    Non-Executive DirectorCRD 7211584

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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

London, null

Location

London, null

Headquartered in London, null.

Address
1 St Jamess Market
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth