AUMdb

Hermes Gpe (Usa) Inc

SEC-registered Investment Adviser · Mid-sized ($1B–$10B) CRD 166839 · SEC file 801-78211 · New York, NY · www.linkedin.com
☆ Save with Pro ADV data as of Mar 27, 2026
Regulatory AUM
$1.7B
Discretionary
$0
Clients
Avg AUM / client
Accounts
1
Employees
4

AUM over time

$918M $1.9B
Jun 2013 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 27, 2026

Who they serve

Client typeClientsAUM% of AUM
Other investment advisers Fewer than 5 clients $1.7B 100.0%

People (3)

NameRole / titleCredentialsWith firm sinceOwnership
Sands, Karen, Jane Chief Operating Officer, Director Oct 2013 (13y) Less than 5%
Fitzharris, David, Andrew Chief Compliance Officer Sep 2022 (4y) Less than 5%
Harrington, Brooks Director Nov 2022 (4y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Hermes Gpe Llp 100% Shareholder Jul 2011 A 75% or more
Federated Holdings (Uk) Ii Limited Shareholder Aug 2021 B ≈ 28.13% – 75% via Federated Hermes Limited
Federated International Holdings B.V. Shareholder Jul 2018 B ≈ 21.09% – 75% via Federated Holdings (Uk) Ii Limited
Fii Holdings Inc Shareholder Dec 1998 B ≈ 15.82% – 75% via Federated International Holdings B.V.
Federated Hermes Inc Shareholder Mar 1983 B ≈ 11.87% – 75% via Fii Holdings Inc
Hgpe Capital Ltd Shareholder Mar 2020 B ≈ 28.13% – 75% via Gpe Partner Limited
Federated Hermes Limited Shareholder Apr 2010 B ≈ 37.5% – 75% via Hermes Gpe Llp
Gpe Partner Limited Shareholder Dec 2011 B ≈ 37.5% – 75% via Hermes Gpe Llp

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Federated Holdings (Uk) Ii Limited: 75% – 100% of Federated Hermes Limited × 50% – 75% of Hermes Gpe Llp × 75% – 100% direct ≈ 28.13% – 75% of the firm
  • Federated International Holdings B.V.: 75% – 100% of Federated Holdings (Uk) Ii Limited × 75% – 100% of Federated Hermes Limited × 50% – 75% of Hermes Gpe Llp × 75% – 100% direct ≈ 21.09% – 75% of the firm
  • Fii Holdings Inc: 75% – 100% of Federated International Holdings B.V. × 75% – 100% of Federated Holdings (Uk) Ii Limited × 75% – 100% of Federated Hermes Limited × 50% – 75% of Hermes Gpe Llp × 75% – 100% direct ≈ 15.82% – 75% of the firm
  • Federated Hermes Inc: 75% – 100% of Fii Holdings Inc × 75% – 100% of Federated International Holdings B.V. × 75% – 100% of Federated Holdings (Uk) Ii Limited × 75% – 100% of Federated Hermes Limited × 50% – 75% of Hermes Gpe Llp × 75% – 100% direct ≈ 11.87% – 75% of the firm
  • Hgpe Capital Ltd: 75% – 100% of Gpe Partner Limited × 50% – 75% of Hermes Gpe Llp × 75% – 100% direct ≈ 28.13% – 75% of the firm
  • Federated Hermes Limited: 50% – 75% of Hermes Gpe Llp × 75% – 100% direct ≈ 37.5% – 75% of the firm
  • Gpe Partner Limited: 50% – 75% of Hermes Gpe Llp × 75% – 100% direct ≈ 37.5% – 75% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/27/2026 1.64 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Fixed fees

Services

  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.

View current Form ADV (SEC/IAPD) ↗