Clients
J O Hambro Capital Management Limited serves 55 clients, 33 of them pooled investment vehicles. The average client has about $406 million with the firm.
- Investment companies6 clients24%
- Pooled investment vehicles33 clients66%
- Pension and profit-sharing plans6 clients5%
- State or municipal government entities1 clients5%
- OtherInsurance companies, Other0%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 6 | $5,284,633,656 | 23.7% | $880.8M |
| Pooled investment vehicles | 33 | $14,768,281,802 | 66.2% | $447.5M |
| Pension and profit-sharing plans | 6 | $1,061,652,561 | 4.8% | $176.9M |
| State or municipal government entities | 1 | $1,104,493,886 | 5.0% | $1.10B |
| Other investment advisers | 6 | $0 | 0.0% | $0 |
| Insurance companies | 1 | $86,104,730 | 0.4% | $86.1M |
| Other | 2 | $2,484,266 | 0.0% | $1.24M |
| Total | 55 | $22,307,650,901 | 100% | $405.6M |
- Clients
- 6
- Regulatory AUM
- $5,284,633,656
- Share
- 23.7%
- Avg. per client
- $880.8M
- Clients
- 33
- Regulatory AUM
- $14,768,281,802
- Share
- 66.2%
- Avg. per client
- $447.5M
- Clients
- 6
- Regulatory AUM
- $1,061,652,561
- Share
- 4.8%
- Avg. per client
- $176.9M
- Clients
- 1
- Regulatory AUM
- $1,104,493,886
- Share
- 5.0%
- Avg. per client
- $1.10B
- Clients
- 6
- Regulatory AUM
- $0
- Share
- 0.0%
- Avg. per client
- $0
- Clients
- 1
- Regulatory AUM
- $86,104,730
- Share
- 0.4%
- Avg. per client
- $86.1M
- Clients
- 2
- Regulatory AUM
- $2,484,266
- Share
- 0.0%
- Avg. per client
- $1.24M
Total
- Clients
- 55
- Regulatory AUM
- $22,307,650,901
- Share
- 100%
- Avg. per client
- $405.6M
What it does
J O Hambro Capital 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 and performance-based fees.
J O Hambro Capital Management Limited provided financial planning to 0 clients last fiscal year and advises no private funds.
100.0% of assets ($22.31B across 55 accounts) are managed with discretion. 63% of clients are outside the U.S., and 6 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks98%
- Cash2%
Custodians
J O Hambro Capital Management Limited’s client accounts are held mainly at Bank of New York Mellon, with 6% of managed assets, and J.P. Morgan, with 4%. J O Hambro Capital Management Limited has custody of client assets.
- J.P. MorganJpmorgan Chase Bank, National Association · Columbus, OH · $826.7M4%
- Bank of New York MellonBank of New York Mellon · New York, NY · $1.25B6%
- All other custodians$20.24B91%
Ownership and leadership
Pendal Group Limited owns 75% or more of J O Hambro Capital Management Limited, and William Street is its CEO.
- Owns 75% or more of J O Hambro Capital Management Limited
Pendal Group Limited
Control person · since October 2011
- Owns 75% or more of Pendal Group Limited
Perpetual Acquisition Company Limited
Control person · since January 2023
- Owns 75% or more of Perpetual Acquisition Company Limited
Perpetual Limited
Control person · since January 2023
Leadership
- William StreetDirector/Chief Executive Officer
- Katrina SlyChief Financial Officer
- Steve AlexanderChief Compliance Officer/Head of Legal, Risk and Compliance, Euka
- Suzanne EvansNon-Executive Director
- Clare ForsterExecutive Director
- Carole JuddNon-Executive Director
- Warren TonkinsonHead of Distribution
Staff
- 143 employees
- 37 in advisory functions
- 2 soliciting firms
Fees
J O Hambro Capital Management Limited is paid through a percentage of assets under management and performance-based fees.
J O Hambro Capital 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, J O Hambro Capital Management Limited has 2 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- J O Hambro Capital Management Limited
- Headquarters
- 1 ST James'S Market, Level 3, London, United Kingdom SW1Y 4AH
- Phone
- 442077475678
- Website
- Not reported
- SEC file
- 801-69614
- Structure
- corporation organized in United Kingdom
- Fiscal year end
- June
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 J O Hambro Capital Management Limited have?
J O Hambro Capital Management Limited has 55 clients and manages $22.3 billion for them, as of September 2026. They include 33 pooled investment vehicles, 6 investment companies and 6 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 September 2026
What services does J O Hambro Capital Management Limited offer?
J O Hambro Capital 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
Which custodians does J O Hambro Capital Management Limited use?
J O Hambro Capital Management Limited’s separately managed account assets are held at Bank of New York Mellon (New York, NY), with $1,245,920,860 and Jpmorgan Chase Bank, National Association (Columbus, OH), with $826,706,430. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 September 2026
How many financial advisors does J O Hambro Capital Management Limited have?
J O Hambro Capital Management Limited has 0 investment adviser representatives registered with state securities authorities, out of 143 employees, and 37 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 J O Hambro Capital Management Limited invest in?
At the end of its last fiscal year, J O Hambro Capital Management Limited’s separately managed accounts held 98% exchange-traded equities and 2% 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 J O Hambro Capital Management Limited?
J O Hambro Capital Management Limited is owned through a chain of holding companies by Perpetual Limited. Its direct owner is Pendal Group Limited (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 September 2026
How does J O Hambro Capital Management Limited get paid?
J O Hambro Capital Management Limited is paid through a percentage of assets under management 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