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JOHCM (USA) INC

One Congress Street
31st Floor
Boston, Massachusetts 02114
Tel: 617-993-0701

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About JOHCM (USA) INC

JOHCM (USA) INC, formally registered with the SEC as JOHCM (USA) INC. The firm was established in 06/10/2013. They have over 2 offices throughout the country.

JOHCM (USA) INC is a Boston, Massachusetts based Financial Planning firm with nearly $10,234,816,848 assets under management, offering retirement planning & investment advisory services to 26 clients. The firm is staffed with 57 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#167596
SEC#801-78083
Assets Managed by Firm$10,234,816,848
No. of Clients26
No. of Advisors57

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total26$10,234,816,848
Pension and profit sharing plans1$100,416,490

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