Form D · Other Investment Fund

J O Hambro Global Opportunities Fund (DST)

Boston, MA · CIK 0001630344

Offering snapshot reported Jun 1, 2026 · SEC filing

Reported sold: $49.8M
Investors reported: 5
Minimum accepted: $1M
First sale: May 15, 2020

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 1, 2026	Amendment	$49,836,280	$0vs May 30, 2025	5	SEC filing
May 30, 2025	Amendment	$49,836,280	-$27,000vs Jun 5, 2024	5	SEC filing
Jun 5, 2024	Amendment	$49,863,280	$0vs Feb 8, 2024	5	SEC filing
Feb 8, 2024	Amendment	$49,863,280	$6,027,000vs Feb 8, 2023	5	SEC filing
Feb 8, 2023	Amendment	$43,836,280	$0vs Feb 8, 2022	4	SEC filing
Feb 8, 2022	Amendment	$43,836,280	$26,235,280vs Feb 9, 2021	4	SEC filing
Feb 9, 2021	Amendment	$17,601,000	No comparison	2	SEC filing
Feb 5, 2020	Amendment	Yet to sell	No comparison	0	SEC filing
Feb 4, 2019	Amendment	Yet to sell	No comparison	0	SEC filing
Feb 5, 2018	Amendment	Yet to sell	No comparison	0	SEC filing
Jan 30, 2017	Amendment	Yet to sell	No comparison	0	SEC filing
Jan 28, 2016	Amendment	Yet to sell	No comparison	0	SEC filing
Oct 6, 2015	Amendment	Yet to sell	No comparison	0	SEC filing
Jan 16, 2015	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-232381

Source: Form D, filed Jun 1, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

J O HAMBRO GLOBAL OPPORTUNITIES FUND (DST)

Investment adviser: JOHCM (USA) INC

Gross asset value: $63.9M
Beneficial owners: 5
ADV minimum commitment: $1M

Reported in Form ADV on Sep 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS CHICAGO, Illinois, United States

Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No

Marketer PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC PORTLAND, Maine, United States Related to adviser: No

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

Filing source

Form ADV 2130611 · Sep 24, 2026 · Schedule D 7.B.(1), fund 805-3107809059

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Robert Cresci	Director
Chris Golden	Director
Emilio Gonzales	Director, Executive
Emilio Gonzalez	Director
Nicholas Michael Whateley Good	Director
Gene R. Janvier	Director
Christopher Jones	Director
Scott Craven Jones	Director
Kenneth Roderick Lambden	Director, Executive
David Lane	Director, Executive
Allan Jay Lo Proto	Director
John Lawrence Reifsnider	Executive
Gavin Rochussen	Director, Executive
M. Helen Vaughan	Director
Helen M. Vaughan	Director
Jonathan Paul Weitz	Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Johcm (Usa) Inc One Congress Street, Suite 3101
Boston, MA, 02114