Data / Investment advisers / New York / Henry James International Management, Inc.
Henry James International Management, Inc., New York, NY: $402 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Henry James International Management, Inc. is an SEC registered investment adviser with its main office in New York, New York and reports $402 million in regulatory assets under management in its Form ADV filed March 10, 2026. Its clients include state and municipal governments, high net worth individuals and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 169293
- SEC file number
- 801-79145
- SEC status
- Approved, effective February 18, 2014
- Main office
- 274 Madison Ave. Room 904, New York, NY 10016
- Phone
- (917) 261-7723
- Regulatory AUM
- $402,409,350 in the Form ADV filed March 10, 2026
- Discretionary AUM
- $402,409,350
- Accounts
- 63
- Employees
- 5, of which 3 give investment advice
- Form of organization
- S-Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 7 | $388.2 million |
| High net worth individuals | 52 | $13.6 million |
| Individuals (other than high net worth individuals) | Fewer than 5 | $671,825 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $402.4 million | March 10, 2026 |
| December 1, 2025 | $369.1 million | March 31, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| New Leaf Venture Partners | New York | $408.4 million | 9 | adviserinfo.sec.gov |
| Bridge Growth Partners, LLC | New York | $407 million | 4 | adviserinfo.sec.gov |
| Covara Capital, LLC | New York | $405.1 million | 1 | adviserinfo.sec.gov |
| Focusgrowth Asset Management, LP | New York | $405.1 million | 8 | adviserinfo.sec.gov |
| Charter Oak Advisors LP | New York | $403.9 million | 1 | adviserinfo.sec.gov |
| Valuequest Advisers, LLC | New York | $400.8 million | 1 | adviserinfo.sec.gov |
| Soundcore Capital Partners, LP | New York | $400.4 million | 11 | adviserinfo.sec.gov |
| Tactical Infrastructure Partners | New York | $398.3 million | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving state and municipal governments
- Advisers serving high net worth individuals
- Henry James International Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.