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⚲
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| James Hambro & Partners LLP
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| |
|---|---|
| CRD # | 286283 |
| SEC # | 801-110820 |
| CIK # | 0001731152 |
| AUM | $8.5 BB (2024-07-05) |
| Employees | 151 (15% Investors, 0% Brokers) |
| Phone | 442038173500 |
| Address | 45 Pall Mall London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.2 | |
| GOOG | 1,482.6 | 0.2 | |
| JPM | 340.2 | 0.2 | |
| APH | 38.6 | 0.1 | |
| LIN | 147.5 | 0.1 | |
| V | 419.3 | 0.1 | |
| AMZN | 1,093.0 | 0.1 | |
| UNH | 477.0 | 0.1 | |
| ISRG | 72.5 | 0.1 | |
| PGR | 67.5 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,395 | 0.7 |
| (b) Individuals (high net worth individuals) | 1,518 | 3.6 |
| (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 | 1.5 |
| (g) Pension and profit sharing plans | 1,279 | 1.2 |
| (h) Charitable organizations | 67 | 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 | 192 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 8,526 | 8.5 |
| By Discretionary | ||
| Discretionary | 6,828 | 7.2 |
| Non-Discretionary | 1,698 | 1.2 |
| Total | 8,526 | 8.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.3 | |
| United States Persons | 0.2 | |
| Total | 8,526 | 8.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001731152] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Pyrford International Ltd
✚
|
8.6 | |
|
Shepherd Kaplan LLC
✚
|
MA | 8.6 |
|
Newedge Wealth LLC
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|
CT | 8.6 |
|
Forum Financial Management LP
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|
IL | 8.5 |
|
Bartlett & Co Wealth Management LLC
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|
OH | 8.4 |
|
Johnson Wealth Inc
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|
WI | 8.4 |
|
Ferguson Wellman Capital Management Inc
✚
|
OR | 8.4 |
|
Prowell Financial Management LLC
✚
|
PA | 8.3 |
|
Mariner Independent Advisor Network LLC
✚
|
KS | 8.1 |
|
DF Dent and Company Inc
✚
|
MD | 8.1 |