Investment adviser · CRD 167596
JOHCM (USA) INC
Investment adviser filing (IA)
BOSTON, MA, United States · Form ADV filed Sep 24, 2026
- Regulatory AUM
- $8.91B Form ADV · Item 5.F
- Client accounts
- 33 Accounts, not individual clients
- Employees
- 52 Reported in this filing
- Advisory professionals
- 25 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 19 | $6,725,196,412 | 75.5% |
| Pooled investment vehicles | 11 | $2,003,645,939 | 22.5% |
| Retirement plans | Fewer than 5 | $179,623,888 | 2.0% |
| Other clients | Fewer than 5 | $1,059,116 | 0.0% |
| Other investment advisers | 1 | $0 | 0.0% |
Filing source
Form ADV 2130611 · Sep 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
12 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
TS&W INTERNATIONAL SMALL CAP EQUITY FUND (DST)Other Private Fund · Last reported Sep 24, 2026$366MGross asset value
Form D fundraising filings
TS&W International Small Cap Equity Fund
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS
PCAOB 238
THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30
PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC
CRD 143809 · SEC 8-67608
Fund details & source
- Fund ID
- 805-5213833933
- Reported beneficial owners
- 24
- Minimum commitment
- $5M
- Form D file number
- 021-408329
Form ADV 2130611 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
J O HAMBRO GLOBAL EMERGING MARKETS OPPORTUNITIES FUND (DST)Hedge Fund · Last reported Sep 24, 2026$327MGross asset value
Form D fundraising filings
J O Hambro Global Emerging Markets Opportunities Fund (DST)
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS
PCAOB 238
THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30
PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC
CRD 143809 · SEC 8-67608
Fund details & source
- Fund ID
- 805-7171174665
- Reported beneficial owners
- 31
- Minimum commitment
- $1M
- Form D file number
- 021-223371
Form ADV 2130611 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
J O HAMBRO INTERNATIONAL SELECT FUND (DST)Hedge Fund · Last reported Sep 24, 2026$315MGross asset value
Form D fundraising filings
J O Hambro International Select Fund (DST)
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS
PCAOB 238
THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30
PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC
CRD 143809 · SEC 8-67608
Fund details & source
- Fund ID
- 805-7033404237
- Reported beneficial owners
- 25
- Minimum commitment
- $1M
- Form D file number
- 021-122852
Form ADV 2130611 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TS&W INTERNATIONAL LARGE CAP EQUITY FUND (DST)Other Private Fund · Last reported Sep 24, 2026$92.7MGross asset value
Form D fundraising filings
TS&W International Large Cap Equity Fund
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS
PCAOB 238
THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30
PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC
CRD 143809 · SEC 8-67608
Fund details & source
- Fund ID
- 805-4632101076
- Reported beneficial owners
- 5
- Minimum commitment
- $10M
- Form D file number
- 021-264753
Form ADV 2130611 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TS&W SMID CAP EQUITY FUND (DST)Other Private Fund · Last reported Sep 24, 2026$80.1MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS
PCAOB 238
THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30
PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC
CRD 143809 · SEC 8-67608
Fund details & source
- Fund ID
- 805-7898005675
- Reported beneficial owners
- 1
- Minimum commitment
- $5M
- Form D file number
- 021-318328
Form ADV 2130611 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
J O HAMBRO EMERGING MARKETS SMALL CAP FUND (DST)Hedge Fund · Last reported Sep 24, 2026$79.8MGross asset value
Form D fundraising filings
J O Hambro Emerging Markets Small Cap Fund (DST)
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS
PCAOB 238
THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30
PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC
CRD 143809 · SEC 8-67608
Fund details & source
- Fund ID
- 805-5033714259
- Reported beneficial owners
- 3
- Minimum commitment
- $1M
- Form D file number
- 021-256133
Form ADV 2130611 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
J O HAMBRO GLOBAL OPPORTUNITIES FUND (DST)Hedge Fund · Last reported Sep 24, 2026$63.9MGross asset value
Form D fundraising filings
J O Hambro Global Opportunities Fund (DST)
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS
PCAOB 238
THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30
PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC
CRD 143809 · SEC 8-67608
Fund details & source
- Fund ID
- 805-3107809059
- Reported beneficial owners
- 5
- Minimum commitment
- $1M
- Form D file number
- 021-232381
Form ADV 2130611 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Sep 24, 2026. View historical filings
Reported services
Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
ONE CONGRESS STREET, 31ST FLOORBOSTON, MA, 02114, United States
CRD 167596
Filing source
Form ADV 2130611 · Sep 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.