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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Group Private Client Services Inc
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| CRD # | 312837 |
| SEC # | 801-121267 |
| CIK # | 0001857666 |
| AUM | $38.3 B (2025-07-01) |
| Employees | 176 (34% Investors, 1% Brokers) |
| Phone | 213-486-9200 |
| Address | 333 South Hope Street Los Angeles, CA 90071 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Broadcom Inc | 0.6 | ||
| Microsoft Corp | 0.5 | ||
| Alphabet Inc | 0.3 | ||
| General Electric Co | 0.2 | ||
| Apple Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Facebook Inc | 0.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Capital Group Alternative Strategies Master Fund LP | [2014-09-29] | 178.9 | 106.5 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 7,047 | 27.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.1 |
| (g) Pension and profit sharing plans | 51 | 0.1 |
| (h) Charitable organizations | 586 | 5.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 282 | 4.6 |
| (n) Other | 0 | 0.0 |
| Total | 11,233 | 38.3 |
| By Discretionary | ||
| Discretionary | 5,250 | 34.7 |
| Non-Discretionary | 5,983 | 3.6 |
| Total | 11,233 | 38.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 37.0 | |
| Total | 11,233 | 38.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| John Armour | 5 | ||
| Brian Janssen | 5 | ||
| Christopher Burt | 2 | ||
| Capital Group Alternative Strategies LLC | 2 | ||
| Hong Le | 2 | ||
| Chris Burt | 2 | ||
| Susan Sunga | 2 | ||
| Kevin Saks | 2 | ||
| Keith Piken | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001857666] |
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|---|---|---|
|
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✚
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TX | 40.1 |
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Calvert Research and Management
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DC | 39.5 |
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Earnest Partners LLC
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GA | 38.3 |
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Jarislowsky Fraser Limited
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38.2 | |
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Silchester International Investors LLP
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38.0 | |
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Canso Investment Counsel Ltd
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37.8 | |
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Beutel Goodman & Company Ltd
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36.3 | |
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Atlanta Capital Management Company LLC
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GA | 36.3 |
|
Edgewood Management LLC
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CT | 35.9 |
|
Wealthfront Advisers LLC
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CA | 35.9 |