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| James Hambro & Partners LLP
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| CRD # | 286283 |
| SEC # | 801-110820 |
| CIK # | 0001731152 |
| AUM | 10.56 B (2025-11-14) |
| Employees | 166 (13% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 442038173500 |
| Address | 45 Pall Mall London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001731152 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Alphabet Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.2 | ||
| Amphenol Corp /DE/ | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Nvidia Corp | 0.1 | ||
| Visa Inc | 0.1 | ||
| Ametek INC/ | 0.1 | ||
| Thermo Fisher Scientific Inc | 0.1 | ||
| McKesson Corp | 0.1 | ||
| Intercontinentalexchange Group Inc | 0.1 | ||
| Intuitive Surgical Inc | 0.1 | ||
| Progressive Corp/Oh/ | 0.1 | ||
| Coca Cola Co | 0.1 | ||
| Texas Instruments Inc | 0.1 | ||
| Brookfield Asset Management Inc | 0.1 | ||
| McGraw-Hill Companies Inc | 0.1 | ||
| Sunbelt Rentals Holdings Inc | 0.1 | ||
| TJX Companies Inc /DE/ | 0.1 | ||
| Emerson Electric Co | 0.1 | ||
| Becton Dickinson & Co | 0.0 | ||
| MercadoLibre Inc | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| International Business Machines Corp | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| Chevron Corp | 0.0 | ||
| AMB Property Corp | 0.0 | ||
| Mastercard Inc | 0.0 | ||
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| 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 - 2026 |
|---|---|---|
| 13F-HR | [0001731152] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.5B |
| Serves | Institutional, Retail |
| LEI | 2138002R77PYY7AEKF25 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fifth Third Securities Inc
✚
|
OH | 10.92 B |
|
Ferguson Wellman Capital Management Inc
✚
|
OR | 10.66 B |
|
Advisory Services Network LLC
✚
|
GA | 10.60 B |
|
Cooke & Bieler LP
✚
|
PA | 10.56 B |
|
Johnson Wealth Inc
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|
WI | 10.35 B |
|
Parallel Advisors LLC
✚
|
CA | 10.31 B |
|
Bartlett & Co Wealth Management LLC
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|
OH | 10.25 B |
|
Callan Family Office LLC
✚
|
PA | 10.21 B |
|
Valmark Advisers Inc
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|
OH | 10.17 B |
|
Shepherd Kaplan LLC
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|
MA | 10.16 B |