AdvisorCensus / Financial advisors / James Hambro & Partners LLP
James Hambro & Partners LLP is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2017, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 16, 2026.
Quick answers
From the filingHow is James Hambro & Partners LLP compensated?
On its Form ADV (Item 5.E, October 2026), James Hambro & Partners LLP reports these compensation arrangements: a percentage of assets under its management.
How much does James Hambro & Partners LLP charge?
Its Form ADV Part 2A brochure dated July 16, 2026 states: Up to $5,000,000: 0.95% a year; $5,000,000 to $10,000,000: 0.75% a year; Above $10,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is James Hambro & Partners LLP located?
James Hambro & Partners LLP's principal office is in London, United Kingdom, according to its Form ADV; the August 2026 filing also lists 3 other offices (Schedule D, Section 1.F).
Is James Hambro & Partners LLP registered with the SEC or a state?
James Hambro & Partners LLP is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286283.
How much does James Hambro & Partners LLP manage?
James Hambro & Partners LLP reports $13,006,070,312 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (86% discretionary).
How have James Hambro & Partners LLP's assets and staff changed since 2021?
In the Form ADV data for James Hambro & Partners LLP: Regulatory assets under management: $6,533,738,365 in the October 2021 data and $13,006,070,312 in the October 2026 data, up 99%. Total employees: 121 in October 2021 and 175 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does James Hambro & Partners LLP serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,956); high net worth individuals (2,117); pension and profit sharing plans (but not the plan participants or government pension plans) (1,608).
Which custodians does James Hambro & Partners LLP use?
James Hambro & Partners LLP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Allfunds Bank S.A.U and Caceis Bank as custodians holding 10% or more of its separately managed account assets.
Does James Hambro & Partners LLP report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286283
What changed in James Hambro & Partners LLP's recent Form ADV filings?
In the August 2026 filing data: Employees performing advisory functions went from 22 to 25. Regulatory assets under management went from $10,563,609,583 to $13,006,070,312 (+23%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $5,000,000 | 0.95% |
| $5,000,000 to $10,000,000 | 0.75% |
| Above $10,000,000 | See the brochure |
The brochure's wording
The typical annual investment management fee (our Fee) is based on a tiered scale of 0.95% on the first $5,000,000, 0.75% on the next $5,000,000, and negotiable thereafter.
As stated in the firm's Form ADV Part 2A brochure dated July 16, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$13,006,070,312 as of October 2026, filing dated July 16, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (9 years)
- Employees
- Total: 175. Performing investment advisory functions: 25.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
3 other offices, as of the August 2026 filing
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $13,006,070,312 | 175 | July 16, 2026 |
| October 2025 | $10,563,609,583 | 166 | July 4, 2025 |
| October 2024 | $8,468,880,740 | 151 | July 5, 2024 |
| October 2023 | $6,952,699,614 | 140 | July 5, 2023 |
| October 2022 | $6,571,331,354 | 134 | July 11, 2022 |
| October 2021 | $6,533,738,365 | 121 | July 8, 2021 |
Regulatory assets under management: $6,533,738,365 in the October 2021 data and $13,006,070,312 in the October 2026 data, up 99%.
Total employees: 121 in October 2021 and 175 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Employees performing advisory functions went from 22 to 25.
- Regulatory assets under management went from $10,563,609,583 to $13,006,070,312 (+23%).
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. James Hambro & Partners LLP (CRD 286283): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/james-hambro-and-partners-llp-london-286283