Private fund adviser · London, United Kingdom
J O Hambro Capital Management Limited
SEC-registered investment adviser · CRD 138653 · SEC 801-69614
At a glance
J O Hambro Capital Management Limited is an SEC-registered investment adviser based in London, United Kingdom, with $22.3 billion in regulatory assets under management as of its Form ADV filed September 24, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 336th of 4,686 private fund advisers and 814th of 17,210 SEC-registered advisers by assets.
Main office +442077475678johcm.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $22B
- Rank among private fund advisers
- #336 of 4,686
- Rank among all SEC RIAs
- #814 of 17,210
- Clients
- 55
- Accounts
- 55
- Discretionary
- 100% of AUM
- Employees
- 143
- Advisory staff
- 37
- Offices
- 3
Owners and executives on its Form ADV
- Steve AlexanderChief Compliance Officer/head of Legal, Risk and Compliance, Euka
- Clare S. ForsterExecutive Director
- Warren N. TonkinsonHead of Distribution
- William D. StreetDirector/chief Executive Officer
- Suzanne C. EvansNon-Executive Director
- Carole A. JuddNon-Executive Director
- Katrina L. SlyChief Financial Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 33 | $15B | 66% |
| Investment companies | 6 | $5.3B | 24% |
| State or municipal government entities | 1 | $1.1B | 5% |
| Pension and profit sharing plans | 6 | $1.1B | 5% |
| Insurance companies | 1 | $86M | <1% |
| Other | 2 | $2M | <1% |
| Other investment advisers | 6 | $0M | 0% |
Disciplinary disclosures
J O Hambro Capital Management Limited answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗johcm.com ↗
AtlasMembers
The full record on J O Hambro Capital Management Limited
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 611 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
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Background
Questions
How much does J O Hambro Capital Management Limited manage?
J O Hambro Capital Management Limited reports $22.3 billion in regulatory assets under management across 55 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 24, 2026.
What kind of firm is J O Hambro Capital Management Limited?
J O Hambro Capital Management Limited is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are J O Hambro Capital Management Limited’s clients?
By assets, its largest client types are pooled investment vehicles ($14.8 billion, 33 clients); investment companies ($5.3 billion, 6 clients); state or municipal government entities ($1.1 billion, 1 clients).
Does J O Hambro Capital Management Limited have any disciplinary history?
J O Hambro Capital Management Limited answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is J O Hambro Capital Management Limited’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →