# J O Hambro Capital Management Limited

> J O Hambro Capital Management Limited is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2008, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 138653
- Filed as: J O HAMBRO CAPITAL MANAGEMENT LIMITED
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/138653
- AdvisorCensus page: https://advisorcensus.com/firm/j-o-hambro-capital-management-limited-london-138653

## Quick answers

**How is J O Hambro Capital Management Limited compensated?**
On its Form ADV (Item 5.E, October 2026), J O Hambro Capital Management Limited reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is J O Hambro Capital Management Limited located?**
J O Hambro Capital Management Limited's principal office is in London, United Kingdom, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is J O Hambro Capital Management Limited registered with the SEC or a state?**
J O Hambro Capital Management Limited is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 138653.

**How much does J O Hambro Capital Management Limited manage?**
J O Hambro Capital Management Limited reports $22,307,650,901 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary).

**How have J O Hambro Capital Management Limited's assets and staff changed since 2021?**
In the Form ADV data for J O Hambro Capital Management Limited: Regulatory assets under management: $36,114,249,851 in the October 2021 data and $22,307,650,901 in the October 2026 data, down 38%. Total employees: 140 in October 2021 and 143 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does J O Hambro Capital Management Limited serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (33); investment companies (6); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does J O Hambro Capital Management Limited use?**
J O Hambro Capital Management Limited's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of New York Mellon and JPMorgan Chase as custodians holding 10% or more of its separately managed account assets.

**Does J O Hambro Capital Management Limited report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/138653

**Does J O Hambro Capital Management Limited state an account minimum?**
Its Form ADV Part 2A brochure dated September 29, 2025 says: "The normal minimum size for such segregated accounts is $75 million."

**What changed in J O Hambro Capital Management Limited's recent Form ADV filings?**
In the October 2026 filing data: Changed its office addresses in Prague. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated September 29, 2025)

- Account minimum: $75,000,000

> The normal minimum size for such segregated accounts is $75 million.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Bank of New York Mellon
- JPMorgan Chase

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $22,307,650,901
- Discretionary: $22,307,650,901
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 6 | $5,284,633,656 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 33 | $14,768,281,802 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $1,061,652,561 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 1 | $1,104,493,886 |
| Other investment advisers | 6 | $0 |
| Insurance companies | 1 | $86,104,730 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 2 | $2,484,266 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2008 (18 years)
- Employees: 143 total, 37 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/138653

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Prague
- Zug

### Websites listed on Form ADV (Item 1.I)
- [johcm.com](https://johcm.com)
- [regnan.com](https://regnan.com)
- LinkedIn @j-o-hambro-capital-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $36,114,249,851 | 140 | December 24, 2020 |
| October 2022 | $44,167,668,061 | 198 | December 21, 2021 |
| October 2023 | $17,706,757,712 | 177 | August 7, 2023 |
| October 2024 | $25,215,241,859 | 165 | September 28, 2024 |
| October 2025 | $25,215,241,859 | 165 | September 28, 2024 |
| October 2026 | $22,307,650,901 | 143 | September 24, 2026 |

Regulatory assets under management: $36,114,249,851 in the October 2021 data and $22,307,650,901 in the October 2026 data, down 38%.
Total employees: 140 in October 2021 and 143 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Changed its office addresses in Prague.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 45 to 37.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J O Hambro Capital Management Limited (CRD 138653): Form ADV filing data as of October 2026.