HARDMAN JOHNSTON GLOBAL ADVISORS LLC
Adviser information for HARDMAN JOHNSTON GLOBAL ADVISORS LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Connecticut, United States |
Employees
Total Number of Employees | 29 |
---|---|
Investment Advisory/Research | 12 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 3 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 295 | $6.8B |
Non-Discretionary | 0 | $0 |
Total | 295 | $6.8B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 11 | $3.5M |
HNW Individuals | 185 | $723.4M |
Banking or thrift institutions | <5 | $0 |
Investment companies | 1 | $50.6M |
Business development companies | 0 | $0 |
Pooled investment vehicles | 11 | $3.9B |
Pension and profit sharing plans | 32 | $1.2B |
Charitable organizations | 32 | $455.4M |
State or municipal gov entities | 4 | $389.8M |
Other investment advisers | <5 | $0 |
Insurance companies | <5 | $0 |
Sovereign wealth funds and foreign official institutions | <5 | $0 |
Corporations or other businesses | 19 | $97.3M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 6 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
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Compensation | % of AUM |
Principal Office
300 ATLANTIC STREETSUITE 601
STAMFORD
CT
United States
Monday - Friday, 9 A.M. - 5 P.M.
Tel: 203-324-4722, Fax: 203-324-4822
Chief Compliance Officer
BRUCE ALBERT
GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER
300 ATLANTIC STREET
SUITE 601
STAMFORD
CT
United States
Tel:
203-324-4722
Fax:
203-324-4822
B******@******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
HARDMAN JOHNSTON CAPITAL PARTNERS FUND I, L.P. | LIMITED PARTNERSHIP | $54.6M | $0.2M | 30 |
HARDMAN JOHNSTON EMERGING MARKETS EQUITY FUND, L.P. | LIMITED PARTNERSHIP | $7.2M | $5.0M | 8 |
HARDMAN JOHNSTON GLOBAL EQUITY GROUP TRUST | GROUP TRUST | $39.2M | $5.0M | 1 |
HARDMAN JOHNSTON INTERNATIONAL EQUITY FUND I, L.P. | LIMITED PARTNERSHIP | $7.2M | $0.3M | 9 |
HARDMAN JOHNSTON INTERNATIONAL EQUITY FUND II, L.P. | LIMITED PARTNERSHIP | $857.2M | $1.0M | 104 |
HARDMAN JOHNSTON INTERNATIONAL EQUITY GROUP TRUST | GROUP TRUST | $2,311.7M | $5.0M | 96 |
HARDMAN JOHNSTON US CONCENTRATED GROWTH FUND, L.P. | LIMITED PARTNERSHIP | $11.1M | $5.0M | 7 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
HARDMAN, CASSANDRA, A | Individual | – | CHIEF INVESTMENT OFFICER, CEO, DIRECTOR | 09/2017 | < 5% |
O'CONNOR, JULIE, ANN | Individual | – | CHIEF OPERATING OFFICER | 12/2008 | < 5% |
MEYER, JEFFREY, STUART | Individual | – | PRESIDENT, DIRECTOR | 01/2013 | < 5% |
HARDMAN JOHNSTON S HOLDING INC. | Domestic Entity | HARDMAN JOHNSTON MIDCO LLC | MEMBER | 03/2016 | > 75% |
HARDMAN, CASSANDRA, A | Individual | HARDMAN JOHNSTON S HOLDING INC. | SHAREHOLDER | 03/2016 | 50-75% |
HARDMAN JOHNSTON MIDCO LLC | Domestic Entity | – | MEMBER | 03/2016 | > 75% |
ALBERT, BRUCE, ADAM | Individual | – | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | 07/2016 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBOTT LABS | COM | 5M | 45K | – |
ADOBE INC | COM | 45M | 81K | – |
ADVANCED ENERGY INDS | COM | 14M | 131K | – |
ALBEMARLE CORP | COM | 12M | 125K | – |
ALPHABET INC | CAP STK CL C | 10M | 53K | – |
ALPHABET INC | CAP STK CL A | 81M | 444K | Guardian Partners Inc. |
AMAZON COM INC | COM | 35M | 180K | Guardian Partners Inc. |
APPLE INC | COM | 54M | 256K | – |
ASML HOLDING N V | N Y REGISTRY SHS | 123M | 121K | Guardian Partners Inc. |
ASTRAZENECA PLC | SPONSORED ADR | 44M | 568K | – |
ATLASSIAN CORPORATION | CL A | 96M | 545K | Guardian Partners Inc. |
AUTOMATIC DATA PROCESSING IN | COM | 32M | 133K | – |
BECTON DICKINSON & CO | COM | 22M | 92K | – |
BOSTON SCIENTIFIC CORP | COM | 27M | 355K | Guardian Partners Inc. |
BROADCOM INC | COM | 385K | 240 | – |
CAMECO CORP | COM | 634K | 13K | – |
CHEVRON CORP NEW | COM | 845K | 5K | – |
COMCAST CORP NEW | CL A | 28M | 705K | – |
CORTEVA INC | COM | 39M | 720K | Guardian Partners Inc. |
COTY INC | COM CL A | 16M | 2M | Guardian Partners Inc. |
CURTISS WRIGHT CORP | COM | 37M | 135K | – |
DENTSPLY SIRONA INC | COM | 16M | 660K | – |
DIAGEO PLC | SPON ADR NEW | 391K | 3K | – |
EDWARDS LIFESCIENCES CORP | COM | 29M | 316K | – |
ELANCO ANIMAL HEALTH INC | COM | 19M | 1M | Guardian Partners Inc. |
ELEVANCE HEALTH INC | COM | 11M | 21K | – |
ELI LILLY & CO | COM | 6M | 7K | Guardian Partners Inc. |
ENTERPRISE PRODS PARTNERS L | COM | 6M | 218K | – |
EXXON MOBIL CORP | COM | 1M | 9K | – |
FMC CORP | COM NEW | 13M | 222K | – |
GE AEROSPACE | COM NEW | 325K | 2K | – |
GENMAB A/S | SPONSORED ADS | 6M | 234K | – |
HDFC BANK LTD | SPONSORED ADS | 181M | 3M | – |
HERSHEY CO | COM | 533K | 3K | – |
HIGHWOODS PPTYS INC | COM | 202K | 8K | – |
HOME DEPOT INC | COM | 215K | 625 | – |
HOWMET AEROSPACE INC | COM | 86M | 1M | Guardian Partners Inc. |
ICICI BANK LIMITED | ADR | 142M | 5M | – |
ICON PLC | SHS | 4M | 13K | – |
ILLUMINA INC | COM | 7M | 67K | – |
IQVIA HLDGS INC | COM | 48M | 228K | Guardian Partners Inc. |
JOHNSON & JOHNSON | COM | 20M | 139K | – |
LEIDOS HOLDINGS INC | COM | 15M | 104K | – |
M & T BK CORP | COM | 2M | 11K | – |
MARSH & MCLENNAN COS INC | COM | 48M | 229K | – |
MARVELL TECHNOLOGY INC | COM | 6M | 81K | – |
MASTERCARD INCORPORATED | CL A | 62M | 140K | Guardian Partners Inc. |
MEDTRONIC PLC | SHS | 17M | 222K | – |
MERCADOLIBRE INC | COM | 283M | 172K | Guardian Partners Inc. |
MERCK & CO INC | COM | 2M | 13K | – |
META PLATFORMS INC | CL A | 636K | 1K | – |
MICROCHIP TECHNOLOGY INC. | COM | 1M | 16K | – |
MICROSOFT CORP | COM | 85M | 190K | Guardian Partners Inc. |
NOVO-NORDISK A S | ADR | 21M | 149K | – |
NU HLDGS LTD | ORD SHS CL A | 430K | 33K | – |
NVIDIA CORPORATION | COM | 90M | 730K | Guardian Partners Inc. |
ONEOK INC NEW | COM | 1M | 13K | – |
PAYPAL HLDGS INC | COM | 16M | 273K | – |
PDD HOLDINGS INC | SPONSORED ADS | 344K | 3K | – |
PROCTER AND GAMBLE CO | COM | 3M | 17K | – |
PROLOGIS INC. | COM | 3M | 28K | – |
SCHLUMBERGER LTD | COM STK | 5M | 111K | – |
SCHWAB CHARLES CORP | COM | 42M | 567K | Guardian Partners Inc. |
SHELL PLC | SPON ADS | 361K | 5K | – |
STANLEY BLACK & DECKER INC | COM | 13M | 161K | – |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 73M | 420K | Guardian Partners Inc. |
TECHNIPFMC PLC | COM | 208M | 8M | Guardian Partners Inc. |
T-MOBILE US INC | COM | 23M | 132K | Guardian Partners Inc. |
TRIP COM GROUP LTD | ADS | 374K | 8K | – |
UNITEDHEALTH GROUP INC | COM | 35M | 68K | Guardian Partners Inc. |
UNIVERSAL DISPLAY CORP | COM | 63M | 302K | Guardian Partners Inc. |
VERTEX PHARMACEUTICALS INC | COM | 57M | 122K | Guardian Partners Inc. |
VERTIV HOLDINGS CO | COM CL A | 84M | 973K | Guardian Partners Inc. |
WOLFSPEED INC | COM | 6M | 267K | – |