James Hambro & Partners LLP
Registered investment adviser · London · CRD #286283
Form ADV data as of 2026-09-01Regulatory assets
$13.01 billion
Total accounts
11,028
Employees
175
Disclosure events
0
Firm details
- Website: https://twitter.com/jameshambro
- Telephone: 44 20 3817 3500
- SEC file number: 801-110820
- Most recent Form ADV filing: 2026-07-16
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $11.18 billion |
| Non-discretionary regulatory assets under management | $1.83 billion |
| Total regulatory assets under management | $13.01 billion |
| Discretionary accounts | 8,662 |
| Non-discretionary accounts | 2,366 |
| Total accounts | 11,028 |
| Regulatory assets under management attributable to non-U.S. persons | $12.68 billion |
People
| Total employees (excluding clerical) | 175 |
| Employees performing investment advisory functions (including research) | 25 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends securities in which it has another proprietary interest
- Recommends securities in which it has another sales interest
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 2,956 | $888.4 million |
| High net worth individuals | 2,117 | $5.90 billion |
| Pooled investment vehicles (other than investment companies and BDCs) | 26 | $2.60 billion |
| Pension and profit sharing plans (not the participants or government plans) | 1,608 | $1.74 billion |
| Charitable organizations | 73 | $393.0 million |
| Corporations or other businesses not listed above | 213 | $1.48 billion |