JOHCM (USA) INC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 167596
- Registered since
- June 10, 2013
- Website
- www.johcm.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies72.67%
- Pooled Investment Vehicles25.78%
- Pension & Profit Sharing Plans1.55%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Johcm (USA) Inc. is a corporation that specializes in hedge fund management, focusing primarily on institutional clients. Established in 2013, the firm has developed a robust investment strategy that includes portfolio management for investment companies, pooled investment vehicles, and institutional businesses. Johcm (USA) Inc. is also an active investor in ESG (Environmental, Social, and Governance) initiatives, reflecting a commitment to sustainable investing practices. The firm employs a fee structure that includes a percentage of assets under management and performance-based fees, aligning its interests with those of its clients.
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 Equities96%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1ANDREW JOLIN
Chief Compliance OfficerCRD 6304414
Contacts
2 of 2CHRISTOPHER GOLDEN
Registered RepresentativeCRD 6014473
Alan Lo Proto
DirectorCRD 7788621
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 1 Congress St
- Time zone
- ET (UTC-5)
- Office locations
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