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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| James Hambro & Partners LLP
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| CRD # | 286283 |
| SEC # | 801-110820 |
| CIK # | 0001731152 |
| AUM | $10.6 B (2025-07-04) |
| Employees | 166 (13% Investors, 0% Brokers) |
| Phone | 442038173500 |
| Address | 45 Pall Mall London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| J P Morgan Chase & Co | 0.2 | ||
| Amphenol Corp /DE/ | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| VISA Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Intercontinentalexchange Group Inc | 0.1 | ||
| Progressive Corp/Oh/ | 0.1 | ||
| Intuitive Surgical Inc | 0.1 | ||
| McGraw-hill Companies Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,754 | 0.8 |
| (b) Individuals (high net worth individuals) | 1,867 | 4.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 27 | 2.0 |
| (g) Pension and profit sharing plans | 1,485 | 1.4 |
| (h) Charitable organizations | 73 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 212 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 10,063 | 10.6 |
| By Discretionary | ||
| Discretionary | 7,995 | 8.9 |
| Non-Discretionary | 2,068 | 1.6 |
| Total | 10,063 | 10.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.2 | |
| United States Persons | 0.3 | |
| Total | 10,063 | 10.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001731152] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Greenhaven Associates Inc
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|
NY | 10.9 |
|
Everett Harris & Co
✚
|
CA | 10.9 |
|
Stonebridge Advisors LLC
✚
|
CT | 10.8 |
|
Fondsmaeglerselskabet MAJ Invest A/S
✚
|
10.7 | |
|
Frontier Capital Management Co LLC
✚
|
MA | 10.7 |
|
Asset Preservation Advisors LLC
✚
|
GA | 10.7 |
|
United Planners' Financial Services of America A Limited Partner
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|
AZ | 10.6 |
|
CSM Advisors LLC
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|
PA | 10.3 |
|
Invesco Asset Management India PVT Ltd
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|
10.3 | |
|
Kestra Private Wealth Services LLC
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|
TX | 10.2 |