{"url":"https://nivawealth.com/firms/james-hambro-and-partners-286283","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/286283","regulatoryAum":13006070312,"crd":"286283","secFileNumber":"801-110820","legalName":"James Hambro & Partners LLP","displayName":"James Hambro & Partners","website":"http://www.jameshambro.com","linkedinUrl":"https://www.linkedin.com/company/james-hambro-and-partners","founded":null,"organization":"limited liability partnership organized in United Kingdom","fiscalYearEnd":"April","headquarters":{"street":"45 Pall Mall","city":"London","state":"","stateName":"","country":"United Kingdom","postalCode":"SW1Y 5JG"},"tradeNames":[],"registration":{"secApproved":"27 July 2017","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":175,"advisory":25,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":11177523147,"discretionaryAccounts":8662,"nonDiscretionary":1828547165,"nonDiscretionaryAccounts":2366,"wrapProgram":null,"nonUsClientsPct":99,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":2956,"regulatoryAum":888438910},{"label":"High-net-worth individuals","clients":2117,"regulatoryAum":5903898299},{"label":"Pooled investment vehicles","clients":26,"regulatoryAum":2597539865},{"label":"Pension and profit-sharing plans","clients":1608,"regulatoryAum":1743831929},{"label":"Charitable organizations","clients":73,"regulatoryAum":392997277},{"label":"Corporations and other businesses","clients":213,"regulatoryAum":1479364032}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Allfunds Bank S.a.u","shortName":"Allfunds Bank S.a.u","location":"London","smaAssets":3658678244},{"name":"Caceis Bank","shortName":"Caceis Bank","location":"London","smaAssets":3794988026}],"custodyNote":"James Hambro & Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Dino Luciano","title":"Chief Operating Officer","crd":"8307705"},{"name":"James Beck","title":"Head of Investments, Partner","crd":"6923526"},{"name":"Paul Calkin","title":"Deputy Chairman, Partner","crd":"6772216"},{"name":"James Hambro","title":"Chairman, Partner","crd":"5082318"},{"name":"Martina Iannotti","title":"Head of Wealth, Partner","crd":"6772197"},{"name":"Jane Mackett","title":"Chief Risk Officer, Partner","crd":"6923523"},{"name":"Andrew Rice","title":"Head of Finance, Partner","crd":"6185883"},{"name":"Andrew Steel","title":"CEO, Partner","crd":"4407129"}],"ownership":[{"label":"Paul Calkin","detail":"Deputy chairman, partner in the 5% to 10% ownership band and a control person, since August 2012."},{"label":"JH&P Holdings Limited","detail":"Partner in the 10% to 25% ownership band, since January 2013."},{"label":"Runnall Limited","detail":"Partner in the 10% to 25% ownership band and a control person, since September 2011."},{"label":"Andrew Steel","detail":"Ceo, partner in the 5% to 10% ownership band and a control person, since March 2010."},{"label":"MCB Eider Holdings Limited","detail":"Member in the 10% to 25% ownership band, since November 2025."},{"label":"James Hambro","detail":"Indirect owner: director of Runnall Limited and a control person, since September 2011.","parent":"Runnall Limited"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"442038173500","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":34},{"label":"U.S. government/agency bonds","percent":1},{"label":"Sovereign bonds","percent":11},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":47},{"label":"Cash and cash equivalents","percent":7}],"privateFunds":0},"sources":{"adv1FilingDate":"16 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/286283/PDF/286283.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does James Hambro & Partners have?","answer":"James Hambro & Partners has 6,993 clients and manages $13 billion for them, as of July 2026. They include 2,956 other individuals, 2,117 high-net-worth individuals and 1,608 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 16 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does James Hambro & Partners offer?","answer":"James Hambro & Partners provides portfolio management for individuals and small businesses and portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does James Hambro & Partners use?","answer":"James Hambro & Partners’ separately managed account assets are held at Caceis Bank (London), with $3,794,988,026 and Allfunds Bank S.a.u (London), with $3,658,678,244. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does James Hambro & Partners have?","answer":"James Hambro & Partners has 0 investment adviser representatives registered with state securities authorities, out of 175 employees, and 25 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does James Hambro & Partners invest in?","answer":"At the end of its last fiscal year, James Hambro & Partners’ separately managed accounts held 47% pooled vehicles (private funds and similar), 34% exchange-traded equities, 11% sovereign bonds, 7% cash and equivalents and 1% U.S. government and agency bonds. 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns James Hambro & Partners?","answer":"James Hambro & Partners’ direct owners are Paul Calkin, JH&P Holdings Limited, Runnall Limited, Andrew Steel and MCB Eider Holdings Limited, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 16 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does James Hambro & Partners get paid?","answer":"James Hambro & Partners is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}