Clients
Hermes Investment Management Limited serves 61 clients, 19 of them pooled investment vehicles. The average client has about $406 million with the firm.
- Banking or thrift institutions4 clients2%
- Pooled investment vehicles19 clients57%
- Pension and profit-sharing plans15 clients18%
- Other investment advisers14 clients6%
- Insurance companies2 clients13%
- OtherInvestment companies, Charitable organizations, Sovereign wealth funds and foreign official institutions4%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Banking or thrift institutions | 4 | $600,801,754 | 2.4% | $150.2M |
| Investment companies | 3 | $267,770,918 | 1.1% | $89.3M |
| Pooled investment vehicles | 19 | $14,101,847,479 | 56.9% | $742.2M |
| Pension and profit-sharing plans | 15 | $4,436,277,256 | 17.9% | $295.8M |
| Charitable organizations | 3 | $302,482,223 | 1.2% | $100.8M |
| Other investment advisers | 14 | $1,600,711,779 | 6.5% | $114.3M |
| Insurance companies | 2 | $3,127,345,498 | 12.6% | $1.56B |
| Sovereign wealth funds and foreign official institutions | 1 | $349,054,806 | 1.4% | $349.1M |
| Total | 61 | $24,786,291,713 | 100% | $406.3M |
- Clients
- 4
- Regulatory AUM
- $600,801,754
- Share
- 2.4%
- Avg. per client
- $150.2M
- Clients
- 3
- Regulatory AUM
- $267,770,918
- Share
- 1.1%
- Avg. per client
- $89.3M
- Clients
- 19
- Regulatory AUM
- $14,101,847,479
- Share
- 56.9%
- Avg. per client
- $742.2M
- Clients
- 15
- Regulatory AUM
- $4,436,277,256
- Share
- 17.9%
- Avg. per client
- $295.8M
- Clients
- 3
- Regulatory AUM
- $302,482,223
- Share
- 1.2%
- Avg. per client
- $100.8M
- Clients
- 14
- Regulatory AUM
- $1,600,711,779
- Share
- 6.5%
- Avg. per client
- $114.3M
- Clients
- 2
- Regulatory AUM
- $3,127,345,498
- Share
- 12.6%
- Avg. per client
- $1.56B
- Clients
- 1
- Regulatory AUM
- $349,054,806
- Share
- 1.4%
- Avg. per client
- $349.1M
Total
- Clients
- 61
- Regulatory AUM
- $24,786,291,713
- Share
- 100%
- Avg. per client
- $406.3M
What it does
Hermes Investment Management Limited provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, fixed fees and performance-based fees.
Hermes Investment Management Limited advises no private funds.
98.7% of assets ($24.47B across 56 accounts) are managed with discretion; $313.3M across 5 accounts are not. $150.1M sits in a wrap fee program the firm both sponsors and manages. 82% of clients are outside the U.S., and 5 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks76%
- Bonds19%
- High-yield corporate bonds12%
- Investment grade corporate bonds7%
- Cash5%
Custodians
Hermes Investment Management Limited does not have custody of client assets.
- All other custodians$24.79B100%
Ownership and leadership
Federated Hermes Limited owns 75% or more of Hermes Investment Management Limited, and Saker Nusseibeh is its CEO.
- Owns 75% or more of Hermes Investment Management Limited
Federated Hermes Limited
Control person · since February 1995
- Owns 75% or more of Federated Hermes Limited
Federated Holdings (uk) II Limited
Control person · since August 2021
- Owns 75% or more of Federated Holdings (uk) II Limited
Federated International Holdings B.V.
Control person · since July 2018
- Owns 75% or more of Federated International Holdings B.V.
Fii Holdings Inc
Control person · since December 1998
- Owns 75% or more of Fii Holdings Inc
Federated Hermes Inc
Control person · since March 1983
Leadership
- Saker NusseibehDirector, Chief Executive Officer
- David FitzharrisChief Compliance Officer
- Gregory DulskiDirector
- Richard NovakTreasurer
Staff
- 422 employees
- 109 in advisory functions
- 3 soliciting firms
Fees
Hermes Investment Management Limited is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.
Hermes Investment Management Limited’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Hermes Investment Management Limited has 0 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- Hermes Investment Management Limited
- Headquarters
- 150 Cheapside, London, United Kingdom EC2V 6ET
- Phone
- 442077020888
- Website
- www.hermes-investment.com
- SEC file
- 801-71218
- Structure
- other (specify) organized in United Kingdom
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Hermes Investment Management Limited have?
Hermes Investment Management Limited has 61 clients and manages $24.8 billion for them, as of March 2026. They include 19 pooled investment vehicles, 15 pension and profit-sharing plans and 14 other investment advisers.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Hermes Investment Management Limited offer?
Hermes Investment Management Limited provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Hermes Investment Management Limited have?
Hermes Investment Management Limited has 0 investment adviser representatives registered with state securities authorities, out of 422 employees, and 109 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hermes Investment Management Limited invest in?
At the end of its last fiscal year, Hermes Investment Management Limited’s separately managed accounts held 76% exchange-traded equities, 12% high-yield corporate bonds, 7% investment grade corporate bonds and 5% cash and equivalents. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hermes Investment Management Limited?
Hermes Investment Management Limited is owned through a chain of holding companies by Federated Hermes Inc. Its direct owner is Federated Hermes Limited (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Hermes Investment Management Limited get paid?
Hermes Investment Management Limited is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file