{
  "crd_number": 286283,
  "slug": "james-hambro-and-partners-llp-london-286283",
  "primary_business_name": "JAMES HAMBRO & PARTNERS LLP",
  "legal_name": "JAMES HAMBRO & PARTNERS LLP",
  "dbas": [],
  "city": "London",
  "state": null,
  "country": "United Kingdom",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-07-27",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-07-16",
  "carried_forward": false,
  "raum_total": 13006070312.0,
  "raum_discretionary": 11177523147.0,
  "raum_non_discretionary": 1828547165.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 175,
  "advisory_employees": 25,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 392997277.0,
      "count": 73
    },
    "individuals": {
      "raum": 888438910.0,
      "count": 2956
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 1743831929.0,
      "count": 1608
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 5903898299.0,
      "count": 2117
    },
    "pooled_investment_vehicles": {
      "raum": 2597539865.0,
      "count": 26
    },
    "corporations_other_businesses": {
      "raum": 1479364032.0,
      "count": 213
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://instagram.com/jameshambroandpartners",
    "https://jameshambro.com",
    "https://linkedin.com/company/james-hambro-and-partners",
    "https://twitter.com/JAMESHAMBRO"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286283",
  "city_as_filed": "LONDON",
  "url": "https://advisorcensus.com/firm/james-hambro-and-partners-llp-london-286283",
  "display_name": "James Hambro & Partners LLP",
  "summary": "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.",
  "citation": "AdvisorCensus. James Hambro & Partners LLP (CRD 286283): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is James Hambro & Partners LLP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), James Hambro & Partners LLP reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does James Hambro & Partners LLP charge?",
      "a": "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."
    },
    {
      "q": "Where is James Hambro & Partners LLP located?",
      "a": "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)."
    },
    {
      "q": "Is James Hambro & Partners LLP registered with the SEC or a state?",
      "a": "James Hambro & Partners LLP is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286283."
    },
    {
      "q": "How much does James Hambro & Partners LLP manage?",
      "a": "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)."
    },
    {
      "q": "How have James Hambro & Partners LLP's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does James Hambro & Partners LLP serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does James Hambro & Partners LLP use?",
      "a": "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."
    },
    {
      "q": "Does James Hambro & Partners LLP report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in James Hambro & Partners LLP's recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 6533738365.0,
      "total_employees": 121,
      "filing_date": "2021-07-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 6571331354.0,
      "total_employees": 134,
      "filing_date": "2022-07-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 6952699614.0,
      "total_employees": 140,
      "filing_date": "2023-07-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 8468880740.0,
      "total_employees": 151,
      "filing_date": "2024-07-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 10563609583.0,
      "total_employees": 166,
      "filing_date": "2025-07-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 13006070312.0,
      "total_employees": 175,
      "filing_date": "2026-07-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 16, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $5,000,000",
        "rate": "0.95%"
      },
      {
        "band": "$5,000,000 to $10,000,000",
        "rate": "0.75%"
      },
      {
        "band": "Above $10,000,000",
        "rate": null,
        "note": "Not stated in this schedule; see the brochure."
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 5000000.0,
          "rate_pct": 0.95
        },
        {
          "min": 5000000.0,
          "max": 10000000.0,
          "rate_pct": 0.75
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Allfunds Bank S.A.U",
      "name_as_filed": "ALLFUNDS BANK S.A.U",
      "affiliated": false
    },
    {
      "name": "Caceis Bank",
      "name_as_filed": "CACEIS BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/james-hambro-and-partners-llp-london-286283.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2956,
      "fewer_than_5": false,
      "raum": 888438910.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2117,
      "fewer_than_5": false,
      "raum": 5903898299.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 26,
      "fewer_than_5": false,
      "raum": 2597539865.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1608,
      "fewer_than_5": false,
      "raum": 1743831929.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 73,
      "fewer_than_5": false,
      "raum": 392997277.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 213,
      "fewer_than_5": false,
      "raum": 1479364032.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286283",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}