Johcm (Usa) Inc
- Regulatory AUM
- $9.0B
- Discretionary
- $9.0B
- Clients
- 32
- Avg AUM / client
- $282M
- Accounts
- 32
- Employees
- 60
AUM over time
Annual snapshots from Form ADV filings · as of Sep 29, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 20 | $6.5B | 72.7% |
| Pooled investment vehicles (non-investment companies) | 10 | $2.3B | 25.8% |
| Pension and profit sharing plans | 1 | $139M | 1.55% |
| Other investment advisers | 1 | $0 | — |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $2.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ryder Court International Select Fund (Dst) | Hedge Fund | Delaware | $1.0B | 54 |
| Ts&W International Small Cap Equity Fund (Dst) | Other Private Fund | Delaware | $233M | 21 |
| Ryder Court Global Emerging Markets Opportunities Fund (Dst) | Hedge Fund | Delaware | $220M | 37 |
| Ryder Court Global Select Fund | Hedge Fund | Delaware | $175M | 19 |
| Ts&W International Large Cap Equity Fund (Dst) | Other Private Fund | Delaware | $132M | 10 |
| Ryder Court Emerging Markets Small Cap Fund (Dst) | Hedge Fund | Delaware | $78.1M | 3 |
| Ts&W Smid Cap Equity Fund (Dst) | Other Private Fund | Delaware | $60.0M | 1 |
| Ryder Court Global Opportunities Fund (Dst) | Hedge Fund | Delaware | $51.1M | 5 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Homeland Pension Plan Home For The Friendless Homeland | 2024 | |
| Painters And Allied Trades District Council No.35 Annuity Fund Painters Annuity Council No. 35 Annuity Fund | 2024 | |
| Painters And Allied Trades District Council No. 35 Pension Fund Bd Of Trustees Pdc Pension Fund | 2024 | |
| Fulton Financial Affiliates Defined Benefit Pension Plan Fulton Financial Corporation | 2024 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Weitz, Jonathan, Paul | Director/Chief Operating Officer | Dec 2016 (10y) | Less than 5% | |
| Jolin, Andrew, Joshua | Chief Compliance Officer | Mar 2021 (5y) | Less than 5% | |
| Lo Proto, Alan, Jay | Director | Jun 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pendal Usa Inc. | Holding Company | Dec 2021 | A | 75% or more |
| Pendal Group Limited | 100% Ownership Holding Company | Mar 2013 | B | ≈ 56.25% – 100% via Pendal Usa Inc. |
| Perpetual Acquisition Company Limited | 100% Ownership Holding Company | Jan 2023 | B | ≈ 42.19% – 100% via Pendal Group Limited |
| Perpetual Limited | 100% Ownership Parent Company | Jan 2023 | B | ≈ 31.64% – 100% via Perpetual Acquisition Company Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Pendal Group Limited: 75% – 100% of Pendal Usa Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Perpetual Acquisition Company Limited: 75% – 100% of Pendal Group Limited × 75% – 100% of Pendal Usa Inc. × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Perpetual Limited: 75% – 100% of Perpetual Acquisition Company Limited × 75% – 100% of Pendal Group Limited × 75% – 100% of Pendal Usa Inc. × 75% – 100% direct ≈ 31.64% – 100% 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.
Private funds (8, $2.0B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ryder Court International Select Fund (Dst) | Hedge Fund | $1.0B | $1.0M | 54 |
| Ts&W International Small Cap Equity Fund (Dst) | Other Private Fund | $233M | $5.0M | 21 |
| Ryder Court Global Emerging Markets Opportunities Fund (Dst) | Hedge Fund | $220M | $1.0M | 37 |
| Ryder Court Global Select Fund | Hedge Fund | $175M | $1.0M | 19 |
| Ts&W International Large Cap Equity Fund (Dst) | Other Private Fund | $132M | $10.0M | 10 |
| Ryder Court Emerging Markets Small Cap Fund (Dst) | Hedge Fund | $78.1M | $1.0M | 3 |
| Ts&W Smid Cap Equity Fund (Dst) | Other Private Fund | $60.0M | $5.0M | 1 |
| Ryder Court Global Opportunities Fund (Dst) | Hedge Fund | $51.1M | $1.0M | 5 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Homeland Pension Plan | Home For The Friendless Homeland | 66 | $20.7M | 07/01/2024 |
| Painters And Allied Trades District Council No.35 Annuity Fund | Painters Annuity Council No. 35 Annuity Fund | 2,820 | $527M | 07/01/2024 |
| Painters And Allied Trades District Council No. 35 Pension Fund | Bd Of Trustees Pdc Pension Fund | 2,235 | $806M | 07/01/2024 |
| Fulton Financial Affiliates Defined Benefit Pension Plan | Fulton Financial Corporation | 76 | $85.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/29/2025 | 3.21 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
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- BNY Mellon $164M (2% of AUM) Dec 2024
- Northern Trust $139M (2% of AUM) Sep 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 29, 2025.
View current Form ADV (SEC/IAPD) ↗