Hardman Johnston Global Advisors Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 112500
· SEC file 801-23854
· Stamford, CT
· WWW.HARDMANJOHNSTON.COM
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ADV data as of Jul 30, 2026
- Regulatory AUM
- $8.8B
- Discretionary
- $8.8B
- Clients
- 263
- Avg AUM / client
- $33.3M
- Accounts
- 263
- Employees
- 27
AUM over time
$2.2B
$9.8B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 17 | $23.8M | 0.27% |
| High net worth individuals | 161 | $873M | 9.96% |
| Banking or thrift institutions | 0 | $0 | — |
| Investment companies | 1 | $125M | 1.43% |
| Pooled investment vehicles (non-investment companies) | 10 | $4.4B | 50.1% |
| Pension and profit sharing plans | 20 | $1.1B | 12.1% |
| Charitable organizations | 34 | $640M | 7.3% |
| State or municipal government entities | 3 | $1.5B | 17.4% |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 17 | $128M | 1.45% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $3.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Hardman Johnston International Equity Group Trust | Other Private Fund | Connecticut | $2.3B | 96 |
| Hardman Johnston International Equity Fund Ii, L.P. | Other Private Fund | Delaware | $857M | 104 |
| Hardman Johnston Capital Partners Fund I, L.P. | Other Private Fund | Delaware | $54.6M | 30 |
| Hardman Johnston Global Equity Group Trust | Other Private Fund | Connecticut | $39.2M | 1 |
| Hardman Johnston Us Concentrated Growth Fund, L.P. | Other Private Fund | Delaware | $11.1M | 7 |
| Hardman Johnston International Equity Fund I, L.P. | Other Private Fund | Delaware | $7.2M | 9 |
| Hardman Johnston Emerging Markets Equity Fund, L.P. | Other Private Fund | Delaware | $7.2M | 8 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Electricians Pension Plan, Ibew 995 Trustees Of The Electricians Pension Plan, Ibew 995 | 2024 | |
| Local 854 Pension Fund Board Of Trustees Of Local 854 Pension Fund | New York, NY | 2024 |
| A.F.Of L. A.G.C. Building Trades Pension Plan A.F.Of L. A.G.C. Building Trades Pension | 2024 | |
| Local 68 Engineers Union Annuity Plan Local 68 Engineers Union Annuity Fund Board Of Trustees | 2024 | |
| Local 68 Engineers Union Pension Plan Local 68 Engineers Union Pension Fund Board Of Trustees | 2024 | |
| Operating Eng. Local 474 Defined Contribution Operating Eng. Local 474 Defined Contribution | 2024 | |
| Laborers Local 57 Industrial Pension Plan Trustees Of Laborers Local 57 Industrial Pension | 2024 | |
| Operating Engineers Local No. 825 Pension Fund Operating Engineers Local No. 825 Pension Fund | 2024 | |
| Boston Medical Center Pension Plan Boston Medical Center | 2024 | |
| Asbestos Workers L 24 Pen Fd Def Benefit Plan Bd Ttees Asbestos Wrks L 24 Pen Fd | 2024 | |
| Plasterers' Local 8 Pension Fund Trustees Of Plasterers' Local 8 Pension Fund | 2024 | |
| Sheet Metal Workers Pension Fund Of Local Union No. 19 Sheet Metal Workers Pension Fund Of Local Union | 2024 | |
| Cement Masons Union Local 592 Pension Plan Trustees Of The Cement Masons Union Local 592 Pension Plan | 2024 | |
| Pipe Trades Services Mn Pension Fund Trustees Of The Pipe Trades Services Mn Pension Trust | 2024 | |
| Eastern Atlantic States Carpenters Pension Fund Board Of Trustees Eastern Atlantic States Carpenters Pension Fund | 2024 | |
| Plumbers And Pipefitters Of The Carolinas Defined Contribution Plan The Board Of Trustees Of Plumbers And Pipefitters Of The Carolinas Def | 2024 | |
| Marble, Tile, And Terrazzo Workers Pension Fund Board Of Trustees Of The Marble,Tile And Terrazzo | 2024 | |
| Eastern Atlantic States Carpenters Annuity Fund Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund | 2024 | |
| Operative Plasterers & Cement Masons Officers & Employees Pension Fund Operative Plasterers & Cement Masons Off & Emp Pension Fund Trste | 2024 | |
| Munson Retirement Plan Munson Healthcare | 2024 | |
| Carolina Electrical Workers Retirement Fund Board Of Trustees Of Carolina Electrical Workers Retirement Fund | 2024 | |
| Marble,Tile And Terrazzo Workers Individual Account Fund Trustees Of The Marble,Tile And Terrazzo Workers | 2024 | |
| Ufcw Local 1262 & Employers Pension Fund Trustees Ufcw Local 1262 Pension Fund | 2024 | |
| Ufcw Union & Partcipating Food Industry Employers Tri State Pension Fund Ufcw Union & Participating Food Industry Employers Tri State Pension F | 2024 | |
| Brotherhood Of Locomotive Engineers And Trainmen Long Island Pension Fund Board Of Trustees | 2024 | |
| Warehouse Employees Union Local No. 730 Pension Trust Fund Board Of Trustees Of Warehouse Employees Local No. 730 Pension Trust F | 2024 | |
| Laborers Local Union No. 158 Pension Plan Laborers Local Union No. 158 Pension Fund | 2024 | |
| Cbera Plan C Cooperative Banks Employees Retirement Association | 2024 | |
| N. Atlantic States Carp. Pension Fund Bot Of The North Atlantic States Carpenters Pension Fund | 2024 | |
| Plumbers And Steamfitters Local 486 Pension Fund Plumbers And Steamfitters 486 Pension Fund Board Of Trustees | 2024 | |
| Unite Here! Local 54 Severance Fund Jt. Bd. Of Trustees Of The Unite Here! Local 54 | 2024 | |
| Twu Westchester Private Bus Lines Pension Trust Twu Westchester Private Bus Lines Pension Trust | 2024 | |
| Teamsters Local 469 Pension Plan Trustees Of Teamsters Local No. 469 Pension Fund | 2024 | |
| Teamsters Local 639 Employers Pension Trust Fund Joint Board Of Trustees Teamsters Local 639 Employers Pension Trust | 2024 | |
| Midwest Pension Plan Board Of Trustees Midwest Pension Plan | Hillside, IL | 2024 |
| International Union Of Operating Engineers Pension Fund Of Eastern Pennsylvania And Delaware International Union Of Operting Eng. Pen Fund Of E.Pennsylvania And De | 2024 | |
| Western Unite Here And Employers Pension Fund Board Of Trustees, Western Unite Here And Employers | 2024 | |
| Cement And Concrete Workers Dc Pension Fund Board Of Trustees Of The Cement And Concrete Workers Dc Pension Fd | 2024 | |
| Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United Trustees Of The Laundry,Dry Cleaning Wo Rkers And Allied Industries Re | 2024 | |
| Eastern Shore Teamsters Pension Fund Board Of Trustees Of The Eastern | 2024 | |
| Teamsters Local No. 469 Annuity Fund Trustees Of Teamsters Local No. 469 Annuity Fund Trust | 2024 | |
| New Jersey Health Care Employers Pension Plan District 1199 J New Jersey Health Care Employers | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| O'connor, Julie, Ann | Chief Operating Officer | Dec 2008 (18y) | Less than 5% | |
| Meyer, Jeffrey, Stuart | President, Director | Jan 2013 (14y) | Less than 5% | |
| Hardman, Cassandra, A | Chief Investment Officer, Ceo, Director | Mar 2016 (10y) | ≈ 28.13% – 75% via Hardman Johnston S Holding Inc. | |
| Albert, Bruce, Adam | General Counsel & Chief Compliance Officer | Jul 2016 (10y) | Less than 5% | |
| Richard Johnston | Registered representative | Aug 1995 (31y) | ||
| James Gerard Pontone | Registered representative | May 2011 (15y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hardman Johnston Midco Llc | Member | Mar 2016 | A | 75% or more |
| Hardman Johnston S Holding Inc. | Member | Mar 2016 | B | ≈ 56.25% – 100% via Hardman Johnston Midco Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hardman, Cassandra, A: 50% – 75% of Hardman Johnston S Holding Inc. × 75% – 100% of Hardman Johnston Midco Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Hardman Johnston S Holding Inc.: 75% – 100% of Hardman Johnston Midco Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $3.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Hardman Johnston International Equity Group Trust | Other Private Fund | $2.3B | $5.0M | 96 |
| Hardman Johnston International Equity Fund Ii, L.P. | Other Private Fund | $857M | $1.0M | 104 |
| Hardman Johnston Capital Partners Fund I, L.P. | Other Private Fund | $54.6M | $200K | 30 |
| Hardman Johnston Global Equity Group Trust | Other Private Fund | $39.2M | $5.0M | 1 |
| Hardman Johnston Us Concentrated Growth Fund, L.P. | Other Private Fund | $11.1M | $5.0M | 7 |
| Hardman Johnston International Equity Fund I, L.P. | Other Private Fund | $7.2M | $250K | 9 |
| Hardman Johnston Emerging Markets Equity Fund, L.P. | Other Private Fund | $7.2M | $5.0M | 8 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (42)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Electricians Pension Plan, Ibew 995 | Trustees Of The Electricians Pension Plan, Ibew 995 | 469 | $77.7M | 10/01/2024 |
| Local 854 Pension Fund | Board Of Trustees Of Local 854 Pension Fund | 0 | $62.0M | 09/01/2024 |
| A.F.Of L. A.G.C. Building Trades Pension Plan | A.F.Of L. A.G.C. Building Trades Pension | 1,151 | $185M | 07/01/2024 |
| Local 68 Engineers Union Annuity Plan | Local 68 Engineers Union Annuity Fund Board Of Trustees | 5,542 | $971M | 07/01/2024 |
| Local 68 Engineers Union Pension Plan | Local 68 Engineers Union Pension Fund Board Of Trustees | 2,270 | $462M | 07/01/2024 |
| Operating Eng. Local 474 Defined Contribution | Operating Eng. Local 474 Defined Contribution | 254 | $61.3M | 07/01/2024 |
| Laborers Local 57 Industrial Pension Plan | Trustees Of Laborers Local 57 Industrial Pension | 1,436 | $338M | 07/01/2024 |
| Operating Engineers Local No. 825 Pension Fund | Operating Engineers Local No. 825 Pension Fund | 5,438 | $1.2B | 07/01/2024 |
| Boston Medical Center Pension Plan | Boston Medical Center | 85 | $158M | 07/01/2024 |
| Asbestos Workers L 24 Pen Fd Def Benefit Plan | Bd Ttees Asbestos Wrks L 24 Pen Fd | 427 | $108M | 07/01/2024 |
| Plasterers' Local 8 Pension Fund | Trustees Of Plasterers' Local 8 Pension Fund | 87 | $29.8M | 05/01/2024 |
| Sheet Metal Workers Pension Fund Of Local Union No. 19 | Sheet Metal Workers Pension Fund Of Local Union | 1,833 | $519M | 05/01/2024 |
| Cement Masons Union Local 592 Pension Plan | Trustees Of The Cement Masons Union Local 592 Pension Plan | 395 | $139M | 05/01/2024 |
| Pipe Trades Services Mn Pension Fund | Trustees Of The Pipe Trades Services Mn Pension Trust | 4,758 | $1.6B | 05/01/2024 |
| Eastern Atlantic States Carpenters Pension Fund | Board Of Trustees Eastern Atlantic States Carpenters Pension Fund | 12,161 | $5.0B | 01/01/2024 |
| Plumbers And Pipefitters Of The Carolinas Defined Contribution Plan | The Board Of Trustees Of Plumbers And Pipefitters Of The Carolinas Def | 1,335 | $63.5M | 01/01/2024 |
| Marble, Tile, And Terrazzo Workers Pension Fund | Board Of Trustees Of The Marble,Tile And Terrazzo | 298 | $36.8M | 01/01/2024 |
| Eastern Atlantic States Carpenters Annuity Fund | Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund | 14,943 | $2.2B | 01/01/2024 |
| Operative Plasterers & Cement Masons Officers & Employees Pension Fund | Operative Plasterers & Cement Masons Off & Emp Pension Fund Trste | 325 | $109M | 01/01/2024 |
| Munson Retirement Plan | Munson Healthcare | 740 | $371M | 01/01/2024 |
| Carolina Electrical Workers Retirement Fund | Board Of Trustees Of Carolina Electrical Workers Retirement Fund | 5,190 | $154M | 01/01/2024 |
| Marble,Tile And Terrazzo Workers Individual Account Fund | Trustees Of The Marble,Tile And Terrazzo Workers | 707 | $9.8M | 01/01/2024 |
| Ufcw Local 1262 & Employers Pension Fund | Trustees Ufcw Local 1262 Pension Fund | 4,449 | $1.0B | 01/01/2024 |
| Ufcw Union & Partcipating Food Industry Employers Tri State Pension Fund | Ufcw Union & Participating Food Industry Employers Tri State Pension F | 6,739 | $872M | 01/01/2024 |
| Brotherhood Of Locomotive Engineers And Trainmen Long Island Pension Fund | Board Of Trustees | 557 | $88.3M | 01/01/2024 |
Top 25 of 42 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 2.44 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Regulatory · Item 11.D(2), 11.D(4)
as of Mar 25, 2024
Allegations: IN 2002, JOHNSTON CAPITAL PARTNERS FUND I, LP ("JCPI") SOLD LIMITED PARTNERSHIP INTERESTS TO A RESIDENT OF NEW HAMPSHIRE. JCPI HAD A GOOD FAITH BELIEF THAT THE APPROPRIATE BLUE SKY FILINGS WERE MADE. UNFORTUNATELY, IN THIS CASE, THE NECESSARY FILINGS WERE NOT MADE. IN 2010, JCPI REALIZED THAT IT WAS NOT REGISTERED AND FILED THE APPROPRORIATE PAPERWORK. THE NH REGULATORS CHARGED JCPI LATE FILING FEES FOR 2002-2010. Status: Final Sanction Detail: LATE FILING FEES WERE PAID ON OR ABOUT SEPTEMBER 27, 2013. Summary: JCPI HAS SINCE WITHDRAWN ITS REGISTRATION IN NEW HAMPSHIRE AS IT IS NO LONGER OFFERING LIMITED PARTNERSHIP INTERESTS IN THAT STATE.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- J.P. Morgan $1.0B (12% of AUM) Mar 2026
- Charles Schwab & Co. $837M (10% of AUM) Mar 2026
- BNY Mellon $613M (7% of AUM) Mar 2026
- State Street $595M (9% of AUM) Mar 2024
- Royal Bank Of Canada $586M (6% of AUM) Mar 2021
- Wells Fargo $408M (6% of AUM) May 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗