Johcm (USA) Inc

RIASEC Registered

Total AUM

$8.9B

Discretionary

$8.9B

100% of AUM

Avg account

$270M

Accounts

Employees

Advisory reps

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 Companies75.48%
Pooled Investment Vehicles22.49%
Pension & Profit Sharing Plans2.02%
Other0.01%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Johcm (USA) Inc. is a U.S. corporation operating as a hedge-fund–classified investment adviser that focuses on institutional clients. The firm has been SEC-registered since 2013 and is owned by a domestic entity/individual structure. Its advisory scope includes managing portfolios for investment companies, pooled vehicles and institutional or business clients, and it also conducts selection of other advisers. Johcm (USA) charges both asset‑based fees and performance-based fees and identifies itself as an active ESG investor. The firm is not positioned as a capital allocator and does not present itself as a multi-state or newly formed adviser. Its business activities indicate a mix of direct portfolio management and managerial roles in pooled investment vehicles.