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JOHCM (USA) INC

BOSTON, MA · CRD 167596 · IAPD ↗ · johcm.com · 617-993-0701

$8.91BRegulatory AUM
25Advisory reps
52Employees
1Clients
0Planning clients
7Private funds
5States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
October 2026 — JOHCM (USA) INC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
December 2025 — JOHCM (USA) INC shrank from 31 to 21 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
32
October 2024 — JOHCM (USA) INC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.