James Hambro & Partners Llp is an SEC registered investment adviser organized as a limited liability partnership. Its latest Form ADV filing, dated November 14, 2025, reports $10.6B in regulatory assets under management, 166 employees, 3 offices, and 10,063 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 42.9% of total clients.
Top client categories% of clientsClients
1
Individuals
42.9%
2,754
2
HNWI
29.1%
1,867
3
Pension Plans
23.1%
1,485
4
Corporations
3.3%
212
5
Charitable
1.1%
73
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$10.6Bas of November 14, 2025
Discretionary84.4%
$8.9B
84% of total RAUM84.4%
Non-discretionary15.6%
$1.6B
16% of total RAUM15.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$10.6B
Total Accounts10,063
10Y AUM Change+$7.8B (+282.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees166
Clients per Employee39:1
10Y Employee Change+93 (+127.4%)
* 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.