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| James Hambro & Partners LLP
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|---|---|
| CRD # | 286283 |
| SEC # | 801-110820 |
| CIK # | 0001731152 |
| AUM | $6.6 BB (2022-07-11) |
| Employees | 134 (15% Investors, 0% Brokers) |
| Phone | 442038173500 |
| Address | 45 Pall Mall London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 106.1 | |
| JPM | 340,169.2 | 96.7 | |
| V | 419,260.5 | 88.3 | |
| TMO | 209,733.6 | 86.0 | |
| GOOG | 1,482,566.4 | 82.9 | |
| UNH | 477,004.0 | 72.9 | |
| APH | 38,646.8 | 72.0 | |
| UNP | 133,995.4 | 67.6 | |
| TXN | 142,156.2 | 57.4 | |
| SPGI | 113,084.7 | 57.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,300 | 0.4 |
| (b) Individuals (high net worth individuals) | 1,341 | 3.3 |
| (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 | 23 | 0.8 |
| (g) Pension and profit sharing plans | 842 | 0.9 |
| (h) Charitable organizations | 59 | 0.3 |
| (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 | 155 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 6,174 | 6.6 |
| By Discretionary | ||
| Discretionary | 5,209 | 5.9 |
| Non-Discretionary | 965 | 0.7 |
| Total | 6,174 | 6.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.4 | |
| United States Persons | 0.2 | |
| Total | 6,174 | 6.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001731152] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
DSM Capital Partners LLC
✚
|
FL | 6.7 |
|
Vident Investment Advisory LLC
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GA | 6.7 |
|
CornerStone Advisors Asset Management LLC
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PA | 6.6 |
|
McMorgan & Company LLC
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CA | 6.6 |
|
Clarkston Capital Partners LLC
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MI | 6.5 |
|
Sammons Financial Group Asset Management LLC
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IA | 6.5 |
|
Symmetry Partners LLC
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|
CT | 6.5 |
|
Gofen and Glossberg LLC
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|
IL | 6.5 |
|
Ropes Wealth Advisors LLC
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|
MA | 6.5 |
|
DF Dent and Company Inc
✚
|
MD | 6.5 |