J O Hambro Capital Management Limited
Firm details
- Headquarters
- London,
- CRD number
- 138653
- Registered since
- September 30, 2008
- Website
- www.johcm.com
- Custodians
- THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles66.2%
- Investment Companies23.69%
- State / Municipal Government4.95%
- Pension & Profit Sharing Plans4.76%
- Insurance Companies0.39%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
J O Hambro Capital Management Limited is a corporate, institutional registered investment adviser that primarily serves institutional clients. The firm is set up as a foreign/individual-owned entity and has been SEC-registered since 2008. Its advisory mandate centers on portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. Compensation is a mix of percentage-of-assets-under-management and performance-based fees, and the firm identifies as an active ESG investor. It also holds roles beyond adviser—acting as an investment sponsor and as a general partner/managing member for pooled vehicles.
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 2
Suzanne Evans
Chief Financial OfficerCRD 7167881
William Street
Chief Investment OfficerCRD 6254262
Contacts
3 of 4Clare Forster
Head of Business ManagementCRD 7844988
Warren Tonkinson
Head of DistributionCRD 6632021
Carole Judd
CRD 8349985
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
London, null
Location
London, null
Headquartered in London, null.
- Address
- 1 St Jamess Market
- Office locations
Similar firms
Prime Finance Advisor, L.P.
RIASan Francisco, CA
EIG Management Company, LLC
RIAWashington, DC
CVC Secondary Partners (U.S), LLC
RIANew York, NY
Onex Partners Manager LP
RIAToronto
Dawson Partners
RIAToronto
TCV
RIAMenlo Park, CA