James Hambro & Partners LLP (“JH&P”, “our” or “we”) is a UK-based investment manager. We were established in 2009. Our principal office is based in London. We have 140 staff, including 25 persons who are employees of James Hambro & Co Ltd. (“JH&Co”), a company for which we are the 100% owner, and who are associated persons of ours. JH&P is a partnership which is majority owned (c88%) by members who currently work within the firm. This includes indirect ownership through shares in JH&P Holdings which owns 14.58% of the partnership. We identify our related persons in our Form ADV Part 1. Our structure brings both freedom and responsibility with partners having a strong motivation to work together to contribute a superior service and investment success for clients. For our non-US clients, we provide discretionary and non-discretionary (Advisory and Execution only) investment management across a range of equity strategies, as noted below. We offer our services through separately managed accounts, listed funds and pooled investment vehicles (“private funds”), for individuals, families, trusts and charities in the mandates described in Item 8. For our U.S. clients (defined as those clients who have signed our U.S terms of business), we provide discretionary investment management in separately managed accounts. For the purposes of this document “clients” means U.S. clients. We combine integrity and expertise with an investment resource which is firmly focused on our aim to deliver first class performance. We believe that the combination of a group of attentive and experienced private wealth and charity managers with the resources and skills of an award-winning investment team makes us different. We believe that the following attributes combine to differentiate our offering:
• Partnership – Our structure brings both freedom and

responsibility with partners having a strong motivation to work together to contribute a superior service and investment success for clients.
• Simplicity – We established ourselves from scratch, giving us the opportunity to keep our business uncomplicated with few of the distractions normally associated with more mature businesses, and focused on one clear objective – identifying and meeting the needs of clients.
• Resources – Our partners have an average of over 20 years’ experience in financial markets, covering investment management and financial planning.
• Performance – Our sole focus to deliver the long-term investment outcomes that our clients require. Since inception, our portfolios have consistently ranked in the top quartile of Asset Risk Consultants peer group of private client fund managers. The investment management services that we provide are dependent on and limited to the client’s investment objectives and restrictions. All clients complete and sign a Client Application Form which, in turn, is a declaration that they accept our Terms and Conditions and agree to our Costs and Charges Disclosure. These legally binding documents comprise the investment management agreement (“IMA”), which governs our relationship and specifies the investment objectives and restrictions. We do not participate in wrap fee programmes. As of 30 April 2023, we manage assets for 4,066 clients in 7,177 accounts. Discretionary assets under management are $6,210,697,786.81 and non-discretionary assets under management are $742,001,827.12.1 We may invest clients in funds that we manage; clients are not charged a management fee for the proportion of their portfolio invested in these funds. The disclosures in this Brochure relate solely to our activities for U.S. resident clients (“clients”).