RIA Intel›Advisers›Massachusetts›JOHCM (USA) INC

JOHCM (USA) INC

Institutional

N·BOSTON, MA

Data as of Dec 19, 2024 · Source: SEC Form ADV

Total AUM

$9.0B

1-Year AUM Growth

+9.6%

3-Year CAGR

-15.9%

Employees

21

Assets Under Management

Total AUM$9.0B

Discretionary AUM$9.0B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients32

Team

Total Employees21

Investment Advisers60

Employee Growth (1Y)+6.9%

Filing History

Total Filings on Record34

First FilingMay 14, 2013

Latest FilingDec 19, 2024

🔒 Full AUM trend chart and 34 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on JOHCM (USA) INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.