James Hambro & Partners LLP (London)
James Hambro & Partners LLP is an adviser based in London. It manages $4.16 billion of regulatory assets for 4,413 client accounts. It has been registered with the SEC as an adviser since 2017.
James Hambro & Partners provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
James Hambro & Partners: assets under management
The assets under management (AUM) of James Hambro & Partners LLP is $4.16 billion. The firm's AUM has grown by 51% since the beginning of its operation, and $4.15 billion of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in pooled investment vehicles the most. They account for 42% of the total AUM. The second-largest asset type is exchange traded securities, which make up 36% of the firm’s portfolio. Investments in cash and cash equivalents form 14% of the total invested assets.Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay James Hambro & Partners LLP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients James Hambro & Partners serves?
The firm provides services to individuals, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of James Hambro & Partners is high net worth individuals with 944 clients and $2.34 billion of assets under management. Among the 9 most similar advisory firms, James Hambro & Partners has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $4.16 billion for 2,394 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 99% of the firm’s clients are foreign persons or businesses.
James Hambro & Partners doesn't advise any private funds.
Careers at James Hambro & Partners LLP
The company employs 98 people that are either part- or full-time employees. 22 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 7 indirect owners.Based in London
The principal office where James Hambro & Partners LLP performs its advisory services is located at 45 Pall Mall, London, Sw1 Y 5 Jg, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 44 20 3817 3500 or by fax 44 20 7839 4871. The normal business hours are 0900-1730 on Monday - Friday. You can find more information about the New York firm at jameshambro.com.
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