Johcm (USA) Inc
● SEC registered since 2013CRD 167596SEC# 801-78083Boston, MA
Ranks #942 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$8.91B
Fund GAV
$1.32B
Private funds
7
Employees
52
Accounts
33
Location
Boston, MA
Johcm (USA) Inc assets under management
Johcm (USA) Inc is an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2013. It reports $8.9 billion in regulatory assets under management and employs 52 people. Johcm (USA) Inc manages 7 private funds with combined gross assets of $1.3 billion, including Ts&w International Small Cap Equity Fund (dst). By regulatory assets, it ranks 942 of 5,974 private fund managers.
Johcm (USA) Inc private funds
7 funds · $1.32B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ts&w International Small Cap Equity Fund (dst) | Other Private | $366.3M | $5M |
| J O Hambro Global Emerging Markets Opportunities Fund (dst) | Hedge | $327M | $1M |
| J O Hambro International Select Fund (dst) | Hedge | $315.1M | $1M |
| Ts&w International Large Cap Equity Fund (dst) | Other Private | $92.7M | $10M |
| Ts&w Smid Cap Equity Fund (dst) | Other Private | $80.1M | $5M |
| J O Hambro Emerging Markets Small Cap Fund (dst) | Hedge | $79.8M | $1M |
| J O Hambro Global Opportunities Fund (dst) | Hedge | $63.9M | $1M |
Johcm (USA) Inc owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Joshua Jolin Control | Chief Compliance Officer | Under 5% | 2021 |
| Christopher Mark Golden Control | Director | Under 5% | 2025 |
| Pendal USA Inc. Control | Holding Company | Over 75% | 2021 |
| Philip M Dever Control | Director | Under 5% | 2026 |
| William Derek Russell Street Control | Director | Under 5% | 2026 |
| Pendal Group Limited Control | 100% Ownership Holding Company | Over 75% | 2013 |
| Perpetual Acquisition Company Limited Control | 100% Ownership Holding Company | Over 75% | 2023 |
| Perpetual Limited Control | 100% Ownership Parent Company | Over 75% | 2023 |
Frequently asked questions
How much does Johcm (USA) Inc manage?
Johcm (USA) Inc reports $8.9 billion in regulatory assets under management on its Form ADV.
How many private funds does Johcm (USA) Inc manage?
Johcm (USA) Inc manages 7 private funds with combined gross assets of $1.3 billion.
How many employees does Johcm (USA) Inc have?
Johcm (USA) Inc reports 52 employees.
Where is Johcm (USA) Inc located?
Johcm (USA) Inc is based in Boston, MA and has been SEC-registered since 2013.
Does Johcm (USA) Inc disclose fund performance?
Johcm (USA) Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Congress Street, 31st Floor, Boston, MA 02114 |
| Phone | 617-993-0701 |
| Office hours | 9 To 5 Est |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$8.91B▼ 1%
Sep '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,369 advisers
AUM vs fund managersTop 16%
Larger than 84% of 5,974 private-fund managers
Number of fundsTop 33%
More funds than 67% of fund managers
EmployeesTop 12%
More than 88% of 16,804 advisers
Assets under management
$8.91Bregulatory AUM
Discretionary $8.91B
Fund type mix
Hedge4
Other Private3