JOHCM (USA) INC.
12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6Rank #1970 of mapped providers
Assets under administration$11.5B0.0%Market share · rank #1054
Fees received$893,884Median $16,976/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical JOHCM (USA) INC. plan look like?
Service mix · median fees per plan
Count of plans where JOHCM (USA) INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 5 | $33,952 | |
Investment management fees paid indirectly by planCode 52 | 1 | $0 |
Competitor overlap
Percent of JOHCM (USA) INC.'s plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under JOHCM (USA) INC..
| Sponsor | From | Assets |
|---|---|---|
HOME FOR THE FRIENDLESS - HOMELANDPA · 231365148-001 | CONRAD SIEGEL | $19M |
Plans lost in 2024
Appeared last year under JOHCM (USA) INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
OCHSNER CLINIC FOUNDATIONLA · 720502505-001 | CAPFINANCIAL PARTNERS LLC | $447M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $770,949 | 10y | - |
BD OF TRUSTEES PDC PENSION FUNDMA · 046043807-001 | $806M | 4,737 | $88,983 | 5y | - |
PAINTERS ANNUITY COUNCIL NO. 35 ANNUITY FUNDMA · 222489316-001 | $527M | 6,176 | $33,952 | 4y | - |
FULTON FINANCIAL CORPORATIONPA · 232195389-004 | $86M | 701 | $0 | 10y | - |
PITCAIRN COMPANYPA · 231209830-002 | $37M | 150 | $0 | 8y | - |
HOME FOR THE FRIENDLESS - HOMELANDPA · 231365148-001 | $21M | 274 | $0 | 2y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (12)
Raw Schedule C names collapsed into JOHCM (USA) INC..
- J O HAMBRO CAP MGMT
- J O HAMBRO CAPITAL MANAGEMENT LMTD
- J O HAMBRO CAPITAL MANAGEMENT LTD
- J O HAMBRO CAPITAL MGMT
- J.O. HAMBRO CAPITAL MANAGEMENT
- JO HAMBRO
- JO HAMBRO CAPITAL LIMITED
- JO HAMBRO CAPITAL MANAGEMENT
- JO HAMBRO CAPITAL MANAGEMENT GROUP
- JO HAMBRO CAPITAL MANAGEMENT LIMITE
- JOHCM (USA) INC
- JOHCM (USA) INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for JOHCM (USA) INC.'s book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with JOHCM (USA) INC.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent