Johcm (Usa) Inc is a large advisory firm based in Boston. It manages $1.71 billion of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Massachusetts.
Johcm (Usa) provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Johcm (Usa) Inc is $1.71 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 3089% since the beginning of its operation, and $100.41 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Johcm (Usa) Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Robert Downs Cresci is pooled investment vehicles with 10 clients and $1.35 billion of assets under management. Among the 8 most similar advisory firms, Johcm (Usa) has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.71 billion for 14 clients. 21% of the firm’s clients are foreign persons or businesses.
Johcm (Usa) also advises several private funds. Namely, eight hedge funds. The minimum investment commitment required of non-related persons is $250,000 for each fund.
The company employs 32 people that are either part- or full-time employees. 34 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Robert Downs Cresci has been acting as President since 1 Jun 2014. Kenneth Roderick Lambden joined the executive team most recently as the Chief Executive Officer.
The principal office where Johcm (Usa) Inc performs its advisory services is located at 53 State Street, Boston, MA 02109, which is also the mailing address of the firm. An additional office of the firm is in Berwyn, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-993-0701. The normal business hours are 9 to 5 est on Monday - Friday. You can find more information about the New York firm at johcm.com.