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J O HAMBRO CAPITAL MANAGEMENT LIMITED
CRD 138653File 801-69614
APPROVED
Custody
Disclosure events
Filing as of Sep 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$22.31B
Top 10% of cohort (national)
Discretionary AUM
$22.31B
Clients
53
55 accounts
Employees
143
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Sep 30, 2008
- Principal office
- 1 ST JAMES'S MARKET, LEVEL 3, LONDON, SW1Y 4AH
- Phone
- +44 20 7747 5678
- Website
- https://www.johcm.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $22.31B
- Discretionary AUM
- $22.31B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 55
- Non-discretionary accounts
- 0
- Total accounts
- 55
- AUM per client
- $420.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $86.1M |
| Investment companies | 6 | $5.28B |
| Other investment advisers | 6 | $0 |
| Pooled investment vehicles | 33 | $14.77B |
| Pension and profit sharing plans | 6 | $1.06B |
| State or municipal government entities | Fewer than 5 | $1.10B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Employees | 165 | 155 | decreased by10 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $25,215,241,859 | $23,276,529,768 | decreased by$1,938,712,091 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 59 | 63 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 198 | 165 | decreased by33 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 87 | 63 | decreased by24 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $44,167,668,061 | $25,215,241,859 | decreased by$18,952,426,202 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 75 | 59 | decreased by16 |
| Jan 1, 2022 | Employees | 140 | 198 | increased by58 |
| Jan 1, 2022 | Clients | 88 | 87 | decreased by1 |
| Jan 1, 2022 | AUM | $36,114,249,851 | $44,167,668,061 | increased by$8,053,418,210 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HAMBRO CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HAMBRO CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.