Henry James International Management, Inc. is an SEC registered investment adviser with a primary office location in New York, NY. Its latest Form ADV filing, dated March 10, 2026, reports $402M in regulatory assets under management, 5 employees, and 63 accounts.
Assets Under Management
$402M
Employees
5
Offices
--
Total Clients
59
Primary office
NEW YORK, NY
274 MADISON AVE., ROOM 904, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 88.1% of total clients.
Top client categories% of clientsClients
1
HNWI
88.1%
52
2
Government
11.9%
7
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$402Mas of March 10, 2026
Discretionary100.0%
$402M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$402M
Total Accounts63
10Y AUM Change+$78M (+24.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee12:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.