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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

JOHCM (USA) INC

CRD 167596

BOSTON, MA

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Search this name across graphsid dfx:ria:ec59fe2f-9978-042c-9fa6-69216511cefa

Data as of Sep 29, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 28
Dated events: 21
On other graphs: 0
Observed: May 14, 2013 to Sep 29, 2025
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.98 institutional_share=0.02 related_bd=false related_bank=false bd_reps=13.0
Regulatory AUM: $9.0BItem 5.F on the latest filing (2025-09-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $9.0B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 60
Advisory employees: 21
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 32
Individual clients: 0
High net worth clients: 0
Private funds: 8Schedule D 7.B(1)
Custody, client assets: $1.9B
SEC number: 801-78083
CRD: 167596
Filings on the tape: 38
First filed: May 14, 2013
Latest filed: Sep 29, 2025
Organised: Corporation, DE
Website: johcm.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
RYDER COURT INTERNATIONAL SELECT FUND (DST)	Hedge Fund	$1.0B	Dec 19, 2024	54	Feb 29, 2012	reported	021-122852
TS&W INTERNATIONAL SMALL CAP EQUITY FUND (DST)	Other Private Fund	$233M	Dec 19, 2024	21	Mar 28, 2013	reported	021-408329
RYDER COURT GLOBAL EMERGING MARKETS OPPORTUNITIES FUND (DST)	Hedge Fund	$220M	Dec 19, 2024	37	Dec 10, 2014	reported	021-223371
RYDER COURT GLOBAL SELECT FUND	Hedge Fund	$175M	Dec 19, 2024	19	Dec 24, 2020	reported	021-372730
TS&W INTERNATIONAL LARGE CAP EQUITY FUND (DST)	Other Private Fund	$132M	Dec 19, 2024	10	Mar 31, 2017	reported	021-264753
RYDER COURT EMERGING MARKETS SMALL CAP FUND (DST)	Hedge Fund	$78.1M	Dec 19, 2024	3	Dec 10, 2014	reported	021-256133
TS&W SMID CAP EQUITY FUND (DST)	Other Private Fund	$60.0M	Dec 19, 2024	1	Mar 28, 2019	reported	021-318328
RYDER COURT FOCUSED EUROPE EQUITY FUND (DST)	Hedge Fund	$53.5M	Dec 19, 2021	3	Aug 5, 2015	dropped	021-256132
RYDER COURT GLOBAL OPPORTUNITIES FUND (DST)	Hedge Fund	$51.1M	Dec 19, 2024	5	Aug 5, 2015	reported	021-232381
RYDER COURT INTERNATIONAL SMALLER COMPANIES FUND (DST)	Hedge Fund	$11.9M	Aug 19, 2021	3	Dec 10, 2014	dropped	021-248818
RYDER COURT US SMALL MID-CAP EQUITY FUND (DST)	Hedge Fund	$1.6M	Nov 19, 2020	5	Dec 10, 2014	dropped	021-225903
RYDER COURT ASIA EX JAPAN SMALL AND MID CAP FUND (DST)	Hedge Fund	$0	Aug 19, 2021	0	Aug 5, 2015	dropped	021-233062

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JOLIN, ANDREW, JOSHUA	CHIEF COMPLIANCE OFFICER	Na	yes	03/2021	May 11, 2021	Dec 19, 2024
LO PROTO, ALLAN, JAY	Director	Na	yes	06/2023	Aug 7, 2023	Dec 19, 2024
PENDAL GROUP LIMITED	100% OWNERSHIP HOLDING COMPANY	E	yes	03/2013	May 11, 2018	Dec 19, 2024
PENDAL USA INC.	HOLDING COMPANY	E	yes	12/2021	Dec 17, 2021	Dec 19, 2024
PERPETUAL ACQUISITION COMPANY LIMITED	100% OWNERSHIP HOLDING COMPANY	E	yes	01/2023	Feb 22, 2023	Dec 19, 2024
PERPETUAL LIMITED	100% OWNERSHIP PARENT COMPANY	E	yes	01/2023	Feb 22, 2023	Dec 19, 2024
WEITZ, JONATHAN, PAUL	DIRECTOR/CHIEF OPERATING OFFICER	Na	yes	12/2016	Dec 22, 2016	Dec 19, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC	n/a	Other adviser	$59B	N	yes	n/a
J O HAMBRO CAPITAL MANAGEMENT LIMITED	n/a	Asset manager	$23B	Y	yes	n/a
THOMPSON SIEGEL & WALMSLEY LLC	n/a	Asset manager	$21B	N	yes	n/a
TRILLIUM ASSET MANAGEMENT, LLC	n/a	Independent wealth	$4.3B	N	yes	n/a
JOHCM (SINGAPORE) PTE LTD	n/a	n/a	n/a	N	yes	n/a
JOHCM FUNDS (UK) LIMITED	n/a	n/a	n/a	N	yes	n/a
PENDAL GROUP LIMITED	n/a	n/a	n/a	Y	yes	n/a
PENDAL INSTITUTIONAL LIMITED	n/a	n/a	n/a	N	yes	n/a
PERPETUAL INVESTMENT MANAGEMENT LIMITED	n/a	n/a	n/a	N	yes	n/a
PERPETUAL INVESTMENT SERVICES EUROPE LIMITED	n/a	n/a	n/a	N	yes	n/a
PERPETUAL LIMITED	n/a	n/a	n/a	Y	yes	n/a
PERPETUAL US SERVICES, LLC	n/a	Former SEC adviser	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Sep 28, 2024	$10B	$10B	57	31	1	8	$2.0B
2023	Dec 20, 2023	$9.3B	$9.3B	57	29	1	8	$1.9B
2022	Dec 21, 2022	$11B	$11B	68	34	1	8	$1.7B
2021	Dec 17, 2021	$17B	$17B	42	33	1	6	$2.0B
2020	Dec 24, 2020	$2.2B	$2.2B	38	26	1	8	$1.7B
2019	Dec 20, 2019	$1.8B	$1.8B	35	15	1	8	$1.2B
2018	Dec 20, 2018	$1.7B	$1.7B	32	11	3	8	$1.1B
2017	Dec 26, 2017	$1.4B	$1.4B	28	11	3	8	$994M
2016	Dec 22, 2016	$1.0B	$1.0B	20	6	n/a	8	$858M
2015	Dec 21, 2015	$765M	$765M	16	6	n/a	8	$634M
2014	Dec 10, 2014	$488M	$488M	7	5	n/a	5	$382M
2013	Jan 2, 2014	$53.5M	$2.0M	2	2	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$9.0B	$9.3B	-3.6%	$17B	-19.4%	60	57	1	1

Relationships

Affiliated with (9)

← TRILLIUM ASSET MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV
← THOMPSON SIEGEL & WALMSLEY LLCRegistered adviserother investment adviser, common control
factForm ADV
→ BARROW HANLEY GLOBAL INVESTORSRegistered adviserother investment adviser, common control
factForm ADV
→ THOMPSON SIEGEL & WALMSLEY LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ TRILLIUM ASSET MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV
→ J O HAMBRO CAPITAL MANAGEMENT LIMITEDRegistered adviserother investment adviser, control, common control
factForm ADV
→ PGIARegistered adviserother investment adviser, common control
factForm ADV
← J O HAMBRO CAPITAL MANAGEMENT LIMITEDRegistered adviserother investment adviser, control, common control
factForm ADV
← PGIARegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Advises (12)

→ TS&W SMID CAP EQUITY FUND (DST)Private fundOther Private Fund, IA
Mar 28, 2019 to presentfactForm ADV
→ RYDER COURT GLOBAL OPPORTUNITIES FUND (DST)Private fundHedge Fund, IA
Aug 5, 2015 to presentfactForm ADV
→ RYDER COURT GLOBAL SELECT FUNDPrivate fundHedge Fund, IA
Dec 24, 2020 to presentfactForm ADV
→ TS&W INTERNATIONAL LARGE CAP EQUITY FUND (DST)Private fundOther Private Fund, IA
Mar 31, 2017 to presentfactForm ADV
→ RYDER COURT EMERGING MARKETS SMALL CAP FUND (DST)Private fundHedge Fund, IA
Dec 10, 2014 to presentfactForm ADV
→ TS&W INTERNATIONAL SMALL CAP EQUITY FUND (DST)Private fundOther Private Fund, IA
Mar 28, 2013 to presentfactForm ADV
→ RYDER COURT INTERNATIONAL SELECT FUND (DST)Private fundHedge Fund, IA
Feb 29, 2012 to presentfactForm ADV
→ RYDER COURT GLOBAL EMERGING MARKETS OPPORTUNITIES FUND (DST)Private fundHedge Fund, IA
Dec 10, 2014 to presentfactForm ADV
→ RYDER COURT FOCUSED EUROPE EQUITY FUND (DST)Private fundHedge Fund, IA, no longer reported
Aug 5, 2015 to Dec 19, 2021factForm ADV
→ RYDER COURT INTERNATIONAL SMALLER COMPANIES FUND (DST)Private fundHedge Fund, IA, no longer reported
Dec 10, 2014 to Aug 19, 2021factForm ADV
→ RYDER COURT ASIA EX JAPAN SMALL AND MID CAP FUND (DST)Private fundHedge Fund, IA, no longer reported
Aug 5, 2015 to Aug 19, 2021factForm ADV
→ RYDER COURT US SMALL MID-CAP EQUITY FUND (DST)Private fundHedge Fund, IA, no longer reported
Dec 10, 2014 to Nov 19, 2020factForm ADV

Controls (7)

← WEITZ, JONATHAN, PAULOwnerDIRECTOR/CHIEF OPERATING OFFICER, ownership code NA, individual
Dec 22, 2016 to Dec 19, 2024factForm ADV
← JOLIN, ANDREW, JOSHUAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 11, 2021 to Dec 19, 2024factForm ADV
← LO PROTO, ALLAN, JAYOwnerDIRECTOR, ownership code NA, individual
Aug 7, 2023 to Dec 19, 2024factForm ADV
← PENDAL GROUP LIMITEDOwner100% OWNERSHIP HOLDING COMPANY, ownership code E, foreign entity
May 11, 2018 to Dec 19, 2024factForm ADV
← PENDAL USA INC.OwnerHOLDING COMPANY, ownership code E, domestic entity
Dec 17, 2021 to Dec 19, 2024factForm ADV
← PERPETUAL ACQUISITION COMPANY LIMITEDOwner100% OWNERSHIP HOLDING COMPANY, ownership code E, foreign entity
Feb 22, 2023 to Dec 19, 2024factForm ADV
← PERPETUAL LIMITEDOwner100% OWNERSHIP PARENT COMPANY, ownership code E, foreign entity
Feb 22, 2023 to Dec 19, 2024factForm ADV

Dated events

Occurred
Dec 19, 2024
Control person left
R. Gene Janvier (Director And Head Of Distribution, Americas) no longer on Schedule A of Johcm (Usa) Inc (listed 2024-09-28, absent 2024-12-19)
Form ADVobserved 4 days ago
Occurred
Aug 7, 2023
Control person joined
R. Gene Janvier (Director And Head Of Distribution, Americas) appeared on Schedule A of Johcm (Usa) Inc
Form ADVobserved 4 days ago
Occurred
Aug 7, 2023
Control person joined
Jay Alan Lo Proto (Director) appeared on Schedule A of Johcm (Usa) Inc
Form ADVobserved 4 days ago
Occurred
Aug 7, 2023
Control person left
Craven Scott Jones (Director) no longer on Schedule A of Johcm (Usa) Inc (listed 2023-02-22, absent 2023-08-07)
Form ADVobserved 4 days ago
Occurred
Aug 7, 2023
Control person left
Andrew David Lane (Director/Chief Executive Officer) no longer on Schedule A of Johcm (Usa) Inc (listed 2023-02-22, absent 2023-08-07)
Form ADVobserved 4 days ago
Occurred
Aug 7, 2023
Control person left
Mark Christopher Jones (Director) no longer on Schedule A of Johcm (Usa) Inc (listed 2023-02-22, absent 2023-08-07)
Form ADVobserved 4 days ago
Occurred
Feb 22, 2023
Control person left
Michael Whateley Nicholas Good (Director) no longer on Schedule A of Johcm (Usa) Inc (listed 2022-12-21, absent 2023-02-22)
Form ADVobserved 4 days ago
Occurred
Feb 22, 2023
Control person left
Lawrence John Reifsnider (Director/Chief Executive Officer) no longer on Schedule A of Johcm (Usa) Inc (listed 2022-12-21, absent 2023-02-22)
Form ADVobserved 4 days ago
Occurred
Feb 22, 2023
Control person left
Michael Joseph Vancaster (Director/Treasurer) no longer on Schedule A of Johcm (Usa) Inc (listed 2022-12-21, absent 2023-02-22)
Form ADVobserved 4 days ago
Occurred
Feb 22, 2023
Control person joined
Andrew David Lane (Director/Chief Executive Officer) appeared on Schedule A of Johcm (Usa) Inc
Form ADVobserved 4 days ago
Occurred
Feb 22, 2023
Control person joined
Mark Christopher Jones (Director) appeared on Schedule A of Johcm (Usa) Inc
Form ADVobserved 4 days ago
Occurred
Dec 21, 2022
Regulatory AUM changed
Johcm (Usa) Inc reported RAUM $11.0B, down 36% from $17.2B (2021-12-19 to 2022-12-21)
Form ADVobserved 4 days ago
$-6.2B
Occurred
Dec 21, 2022
Control person joined
Michael Joseph Vancaster (Director/Treasurer) appeared on Schedule A of Johcm (Usa) Inc
Form ADVobserved 4 days ago
Occurred
Dec 17, 2021
Regulatory AUM changed
Johcm (Usa) Inc reported RAUM $17.2B, up 687% from $2.2B (2021-08-19 to 2021-12-17)
Form ADVobserved 4 days ago
$15.0B
Occurred
Aug 19, 2021
Control person joined
Lawrence John Reifsnider (Chief Executive Officer) appeared on Schedule A of Johcm (Usa) Inc
Form ADVobserved 4 days ago
Occurred
May 11, 2021
Control person left
Emilio Gonzalez (Director) no longer on Schedule A of Johcm (Usa) Inc (listed 2020-12-24, absent 2021-05-11)
Form ADVobserved 4 days ago
Occurred
May 11, 2021
Control person left
Kelly Christina Grove (Chief Compliance Officer) no longer on Schedule A of Johcm (Usa) Inc (listed 2020-12-24, absent 2021-05-11)
Form ADVobserved 4 days ago
Occurred
May 11, 2021
Control person joined
Joshua Andrew Jolin (Chief Compliance Officer) appeared on Schedule A of Johcm (Usa) Inc
Form ADVobserved 4 days ago
Occurred
Dec 20, 2019
Control person joined
Michael Whateley Nicholas Good (Chief Executive Officer) appeared on Schedule A of Johcm (Usa) Inc
Form ADVobserved 4 days ago
Occurred
Jul 15, 2019
Control person left
Helen Margret Vaughan (Director/Executive Vice President) no longer on Schedule A of Johcm (Usa) Inc (listed 2018-12-20, absent 2019-07-15)
Form ADVobserved 4 days ago
Occurred
May 14, 2013
First Form ADV filing
Johcm (Usa) Inc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ec59fe2f-9978-042c-9fa6-69216511cefa
First observed: May 14, 2013
Last observed: Sep 29, 2025 11 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JOHCM (USA) INC

CRD 167596

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ec59fe2f-9978-042c-9fa6-69216511cefa

Data as of Sep 29, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:09 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

RYDER COURT INTERNATIONAL SELECT FUND (DST)

Hedge Fund

$1.0B

Dec 19, 2024

Feb 29, 2012

reported

021-122852

TS&W INTERNATIONAL SMALL CAP EQUITY FUND (DST)

Other Private Fund

$233M

Dec 19, 2024

Mar 28, 2013

reported

021-408329

RYDER COURT GLOBAL EMERGING MARKETS OPPORTUNITIES FUND (DST)

Hedge Fund

$220M

Dec 19, 2024

Dec 10, 2014

reported

021-223371

RYDER COURT GLOBAL SELECT FUND

Hedge Fund

$175M

Dec 19, 2024

Dec 24, 2020

reported

021-372730

TS&W INTERNATIONAL LARGE CAP EQUITY FUND (DST)

Other Private Fund

$132M

Dec 19, 2024

Mar 31, 2017

reported

021-264753

RYDER COURT EMERGING MARKETS SMALL CAP FUND (DST)

Hedge Fund

$78.1M

Dec 19, 2024

Dec 10, 2014

reported

021-256133

TS&W SMID CAP EQUITY FUND (DST)

Other Private Fund

$60.0M

Dec 19, 2024

Mar 28, 2019

reported

021-318328

RYDER COURT FOCUSED EUROPE EQUITY FUND (DST)

Hedge Fund

$53.5M

Dec 19, 2021

Aug 5, 2015

dropped

021-256132

RYDER COURT GLOBAL OPPORTUNITIES FUND (DST)

Hedge Fund

$51.1M

Dec 19, 2024

Aug 5, 2015

reported

021-232381

RYDER COURT INTERNATIONAL SMALLER COMPANIES FUND (DST)

Hedge Fund

$11.9M

Aug 19, 2021

Dec 10, 2014

dropped

021-248818

RYDER COURT US SMALL MID-CAP EQUITY FUND (DST)

Hedge Fund

$1.6M

Nov 19, 2020

Dec 10, 2014

dropped

021-225903

RYDER COURT ASIA EX JAPAN SMALL AND MID CAP FUND (DST)

Hedge Fund

Aug 19, 2021

Aug 5, 2015

dropped

021-233062

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JOLIN, ANDREW, JOSHUA

CHIEF COMPLIANCE OFFICER

yes

03/2021

May 11, 2021

Dec 19, 2024

LO PROTO, ALLAN, JAY

Director

yes

06/2023

Aug 7, 2023

Dec 19, 2024

PENDAL GROUP LIMITED

100% OWNERSHIP HOLDING COMPANY

yes

03/2013

May 11, 2018

Dec 19, 2024

PENDAL USA INC.

HOLDING COMPANY

yes

12/2021

Dec 17, 2021

Dec 19, 2024

PERPETUAL ACQUISITION COMPANY LIMITED

100% OWNERSHIP HOLDING COMPANY

yes

01/2023

Feb 22, 2023

Dec 19, 2024

PERPETUAL LIMITED

100% OWNERSHIP PARENT COMPANY

yes

01/2023

Feb 22, 2023

Dec 19, 2024

WEITZ, JONATHAN, PAUL

DIRECTOR/CHIEF OPERATING OFFICER

yes

12/2016

Dec 22, 2016

Dec 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC

n/a

Other adviser

$59B

yes

n/a

J O HAMBRO CAPITAL MANAGEMENT LIMITED

n/a

Asset manager

$23B

yes

n/a

THOMPSON SIEGEL & WALMSLEY LLC

n/a

Asset manager

$21B

yes

n/a

TRILLIUM ASSET MANAGEMENT, LLC

n/a

Independent wealth

$4.3B

yes

n/a

JOHCM (SINGAPORE) PTE LTD

n/a

yes

n/a

JOHCM FUNDS (UK) LIMITED

n/a

yes

n/a

PENDAL GROUP LIMITED

n/a

yes

n/a

PENDAL INSTITUTIONAL LIMITED

n/a

yes

n/a

PERPETUAL INVESTMENT MANAGEMENT LIMITED

n/a

yes

n/a

PERPETUAL INVESTMENT SERVICES EUROPE LIMITED

n/a

yes

n/a

PERPETUAL LIMITED

n/a

yes

n/a

PERPETUAL US SERVICES, LLC

n/a

Former SEC adviser

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Sep 28, 2024

$10B

$2.0B

2023

Dec 20, 2023

$9.3B

$1.9B

2022

Dec 21, 2022

$11B

$1.7B

2021

Dec 17, 2021

$17B

$2.0B

2020

Dec 24, 2020

$2.2B

$1.7B

2019

Dec 20, 2019

$1.8B

$1.2B

2018

Dec 20, 2018

$1.7B

$1.1B

2017

Dec 26, 2017

$1.4B

$994M

2016

Dec 22, 2016

$1.0B

n/a

$858M

2015

Dec 21, 2015

$765M

n/a

$634M

2014

Dec 10, 2014

$488M

n/a

$382M

2013

Jan 2, 2014

$53.5M

$2.0M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$9.0B

$9.3B

-3.6%

$17B

-19.4%