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| JOHCM USA Inc
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| CRD # | 167596 |
| SEC # | 801-78083 |
| CIK # | 0002031636 |
| AUM | 9,010.6 M (2025-09-29) |
| Employees | 60 (35% Investors, 22% Brokers) |
| Fees | |
| Minimum | |
| 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 | AUM |
|---|---|---|---|---|
| HF | Ryder Court Global Select Fund | [2020-12-24] | 175.2 M | 149.7 M |
| Filed 2025-05-30 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | TS&W SMID Cap Equity Fund DST | [2019-03-28] | 43.0 M | 66.7 M |
| Filed 2025-05-30 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | TS&W International Large Cap Equity Fund DST | [2017-03-31] | 553.3 M | 123.7 M |
| Filed 2025-05-30 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Commission $772 · Net Assets Decline to Disclose | ||||
| HF | Ryder Court Asia EX Japan Small and Mid Cap Fund DST | [2015-08-05] | ||
| Filed 2020-02-05 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ryder Court Focused Europe Equity Fund DST | [2015-08-05] | 80.4 M | 53.5 M |
| Filed 2022-02-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ryder Court Global Opportunities Fund DST | [2015-08-05] | 49.8 M | 58.6 M |
| Filed 2025-05-30 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ryder Court Emerging Markets Small Cap Fund DST | [2014-12-10] | 46.5 M | 83.9 M |
| Filed 2025-05-30 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ryder Court Global Emerging Markets Opportunities Fund DST | [2014-12-10] | 522.8 M | 243.6 M |
| Filed 2025-05-30 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Ryder Court International Smaller Companies Fund DST | [2014-12-10] | 23.5 M | 11.9 M |
| Filed 2021-02-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Commission $5,798 · Net Assets Decline to Disclose | ||||
| HF | Ryder Court US Small Mid-Cap Equity Fund DST | [2014-12-10] | 1.5 M | 1.6 M |
| Filed 2020-02-05 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 |
|---|---|---|---|---|
| Linda Gibson | Director | 61 | 14 | |
| Scott Jones | Director | 81 | 13 | |
| David Smith | Director | 267 | 12 | |
| Stephen Scott | Director | 64 | 10 | |
| Virginia Turner | Executive Officer | 61 | 9 | |
| Vincent Manning | Executive Officer | 53 | 9 | |
| Karen Kupferberg | Director | 51 | 9 | |
| Joan Gulinello | Executive Officer | 51 | 9 | |
| Peter Rollins | Director | 51 | 9 | |
| Brian Dillon | Executive Officer | 51 | 9 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0002031636] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 1 |
| Serves | Institutional |
| Fund Types | Hedge Fund |
| LEI | 2138009U9USCTH13FU22 |
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