# 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.

- CRD: 286283
- Filed as: JAMES HAMBRO & PARTNERS LLP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286283
- AdvisorCensus page: https://advisorcensus.com/firm/james-hambro-and-partners-llp-london-286283

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated July 16, 2026)

- 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Allfunds Bank S.A.U
- Caceis Bank

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: $13,006,070,312
- Discretionary: $11,177,523,147
- Non-discretionary: $1,828,547,165

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,956 | $888,438,910 |
| High net worth individuals | 2,117 | $5,903,898,299 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 26 | $2,597,539,865 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1,608 | $1,743,831,929 |
| Charitable organizations | 73 | $392,997,277 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 213 | $1,479,364,032 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 175 total, 25 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Bristol
- Edinburgh
- Leeds

### Websites listed on Form ADV (Item 1.I)
- jameshambro.com
- Instagram @jameshambroandpartners
- LinkedIn @james-hambro-and-partners
- X @JAMESHAMBRO

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $6,533,738,365 | 121 | July 8, 2021 |
| October 2022 | $6,571,331,354 | 134 | July 11, 2022 |
| October 2023 | $6,952,699,614 | 140 | July 5, 2023 |
| October 2024 | $8,468,880,740 | 151 | July 5, 2024 |
| October 2025 | $10,563,609,583 | 166 | July 4, 2025 |
| October 2026 | $13,006,070,312 | 175 | July 16, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. James Hambro & Partners LLP (CRD 286283): Form ADV filing data as of October 2026.