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JOHCM (USA) INC
CRD 167596File 801-78083
APPROVED
Custody
Filing as of Sep 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$8.91B
Top 10% of cohort (national)
Discretionary AUM
$8.91B
Clients
32
33 accounts
Employees
52
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 10, 2013
- Principal office
- ONE CONGRESS STREET, 31ST FLOOR, BOSTON, MA, 02114
- Phone
- 617-993-0701
- Website
- https://www.johcm.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.91B
- Discretionary AUM
- $8.91B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 33
- Non-discretionary accounts
- 0
- Total accounts
- 33
- AUM per client
- $278.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 19 | $6.73B |
| Other investment advisers | 1 | $0 |
| Pooled investment vehicles | 11 | $2.00B |
| Pension and profit sharing plans | Fewer than 5 | $179.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Employees | 57 | 60 | increased by3 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 26 | 32 | increased by6 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $10,234,816,848 | $9,010,576,370 | decreased by$1,224,240,478 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 26 | 32 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 42 | 57 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 17 | 26 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $17,237,489,253 | $10,234,816,848 | decreased by$7,002,672,405 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 17 | 26 | increased by9 |
| Jan 1, 2022 | Employees | 38 | 42 | increased by4 |
| Jan 1, 2022 | Disclosures | Yes | No | |
| Jan 1, 2022 | Clients | 14 | 17 | increased by3 |
| Jan 1, 2022 | AUM | $2,191,260,100 | $17,237,489,253 | increased by$15,046,229,153 |
| Jan 1, 2022 | Accounts | 13 | 17 | increased by4 |
| 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 “JOHCM (USA)” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JOHCM (USA)” 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.