Henry James International Management, Inc.
● SEC registered since 2014CRD 169293SEC# 801-79145New York, NY
Reg. AUM
$402.4M
Employees
5
Accounts
63
Location
New York, NY
Henry James International Management, Inc. assets under management
Henry James International Management, Inc. is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2014. It reports $402.4 million in regulatory assets under management and employs 5 people.
Henry James International Management, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aidan O'Leary 2014 Trust | Owner | 5-10% | 2014 |
| Christopher James O'Leary | Owner | 5-10% | 2014 |
| James Henry O'Leary Control | Chief Executive Officer, Chief Investment Officer And Portfolio Manager | Over 75% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Henry James International Management, Inc. manage?
Henry James International Management, Inc. reports $402.4 million in regulatory assets under management on its Form ADV.
How many employees does Henry James International Management, Inc. have?
Henry James International Management, Inc. reports 5 employees.
Where is Henry James International Management, Inc. located?
Henry James International Management, Inc. is based in New York, NY and has been SEC-registered since 2014.
Does Henry James International Management, Inc. disclose fund performance?
Henry James International Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 274 Madison Ave., Room 904, New York, NY 10016 |
| Phone | 917-261-7723 |
| Fax | 646-219-6295 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1750423 |
| Discloses disciplinary history | No |
Regulatory AUM
$402.4M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$402.4Mregulatory AUM
Discretionary $402.4M