|
⚲
|
| JOHCM USA Inc
✚
|
|
|---|---|
| CRD # | 167596 |
| SEC # | 801-78083 |
| CIK # | 0002031636 |
| AUM | $9.0 B (2025-09-29) |
| Employees | 60 (35% Investors, 22% Brokers) |
| Phone | 617-993-0701 |
| Address | One Congress Street Boston, MA 02114 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Sempra Energy | 0.3 | ||
| Tyco Electronics Ltd | 0.2 | ||
| Atmos Energy Corp | 0.2 | ||
| CRH Public Ltd Co | 0.2 | ||
| Philip Morris International Inc | 0.2 | ||
| Intercontinentalexchange Group Inc | 0.2 | ||
| Baker Hughes A GE Co | 0.2 | ||
| Union Pacific Corp | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Delphi Automotive PLC | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Ryder Court Global Select Fund | [2020-12-24] | 175.2 | 149.7 |
| Other | TS&W SMID Cap Equity Fund DST | [2019-03-28] | 43.0 | 66.7 |
| Other | TS&W International Large Cap Equity Fund DST | [2017-03-31] | 553.3 | 123.7 |
| HF | Ryder Court Asia EX Japan Small and Mid Cap Fund DST | [2015-08-05] | 0.0 | 0.0 |
| HF | Ryder Court Focused Europe Equity Fund DST | [2015-08-05] | 80.4 | 53.5 |
| HF | Ryder Court Global Opportunities Fund DST | [2015-08-05] | 49.8 | 58.6 |
| HF | Ryder Court Emerging Markets Small Cap Fund DST | [2014-12-10] | 46.5 | 83.9 |
| HF | Ryder Court Global Emerging Markets Opportunities Fund DST | [2014-12-10] | 522.8 | 243.6 |
| HF | Ryder Court International Smaller Companies Fund DST | [2014-12-10] | 23.5 | 11.9 |
| HF | Ryder Court US Small Mid-Cap Equity Fund DST | [2014-12-10] | 1.5 | 1.6 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 20 | 6.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 10 | 2.3 |
| (g) Pension and profit sharing plans | 1 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 32 | 9.0 |
| By Discretionary | ||
| Discretionary | 32 | 9.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 32 | 9.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.0 | |
| Total | 32 | 9.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Scott Jones | 81 | 14 | ||
| Linda Gibson | 61 | 14 | ||
| David Smith | 265 | 12 | ||
| Stephen Scott | 64 | 10 | ||
| Virginia Turner | 61 | 9 | ||
| Vincent Manning | 53 | 9 | ||
| Karen Kupferberg | 51 | 9 | ||
| Joan Gulinello | 51 | 9 | ||
| Peter Rollins | 51 | 9 | ||
| Brian Dillon | 51 | 9 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0002031636] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Interval Partners LP
✚
|
NY | 9.4 |
|
Situational Awareness LP
✚
|
CA | 9.3 |
|
Axium Infrastructure Inc
✚
|
9.3 | |
|
ITAU USA Asset Management Inc
✚
|
NY | 9.3 |
|
Napier Park Global Capital Ltd
✚
|
9.2 | |
|
Ellington Global Asset Management LLC
✚
|
CT | 9.2 |
|
Value Aligned Research Advisors LLC
✚
|
9.1 | |
|
Atreides Management LP
✚
|
MA | 8.9 |
|
Westport Capital Partners LLC
✚
|
CT | 8.9 |
|
Eldridge Credit Advisers LLC
✚
|
NY | 8.5 |