James Hambro & Partners Llp
- Regulatory AUM
- $13.0B
- Discretionary
- $11.2B
- Clients
- 6,993
- Avg AUM / client
- $1.9M
- Accounts
- 11,028
- Employees
- 175
AUM over time
Annual snapshots from Form ADV filings · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,956 | $888M | 6.83% |
| High net worth individuals | 2,117 | $5.9B | 45.4% |
| Pooled investment vehicles (non-investment companies) | 26 | $2.6B | 20.0% |
| Pension and profit sharing plans | 1,608 | $1.7B | 13.4% |
| Charitable organizations | 73 | $393M | 3.02% |
| Corporations and other businesses | 213 | $1.5B | 11.4% |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steel, Andrew, J | Ceo, Partner | Mar 2010 (16y) | 5% – 10% | |
| Van Straubenzee, William, Hamilton | Deputy Chairman, Partner | Mar 2010 (16y) | 10% – 25% | |
| Hambro, James, Daryl | Chairman, Partner | Sep 2011 (15y) | 5% – 10% | |
| Calkin, Paul, Bernard | Joint Head Of Financial Planning, Partner | Aug 2012 (14y) | 5% – 10% | |
| Rice, Andrew, Clive | Head Of Finance, Partner | Oct 2016 (10y) | Less than 5% | |
| Mackett, Jane | Head Of Compliance, Partner | May 2017 (9y) | Less than 5% | |
| Beck, James, Anthony Enkell | Head Of Investments, Partner | Jul 2017 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jh&P Holdings Limited | Partner | Jan 2013 | A | 10% – 25% |
| Runnall Limited | Partner | Sep 2011 | A | 10% – 25% |
Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.
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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 1.06 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Caceis Bank $3.8B (29% of AUM) Jul 2026
- Allfunds Bank S.A $3.7B (28% of AUM) Jul 2026
- RBC $2.8B (40% of AUM) Jul 2023
- Bank Of Colorado $133M (2% of AUM) Jul 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗