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| Capital Group Private Client Services Inc
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|---|---|
| CRD # | 312837 |
| SEC # | 801-121267 |
| CIK # | 0001857666 |
| AUM | 42.71 B (2026-05-29) |
| Employees | 189 (51% Investors, 0% Brokers) |
| Phone | 213-486-9200 |
| Address | 333 South Hope Street Los Angeles, CA 90071 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Alphabet Inc | 0.3 | ||
| Alphabet Inc | 0.2 | ||
| Broadcom Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Facebook Inc | 0.0 | ||
| Astrazeneca PLC | 0.0 | ||
| iShares Comex Gold Trust | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Capital Group Alternative Strategies Master Fund LP | [2014-09-29] | 178.9 M | 111.4 M |
| Filed 2025-11-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 7,684 | 31.6 |
| (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 | 47 | 0.1 |
| (h) Charitable organizations | 627 | 6.4 |
| (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 | 279 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 12,073 | 42.7 |
| By Discretionary | ||
| Discretionary | 5,369 | 38.5 |
| Non-Discretionary | 6,704 | 4.2 |
| Total | 12,073 | 42.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 41.6 | |
| Total | 12,073 | 42.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Armour | Executive Officer | 5 | 2 | |
| Brian Janssen | Executive Officer | 5 | 2 | |
| Christopher Burt | Executive Officer | 2 | 2 | |
| Capital Group Alternative Strategies LLC | Promoter | 2 | 2 | |
| Kevin Saks | Executive Officer | 2 | 2 | |
| Chris Burt | Executive Officer | 2 | 2 | |
| Susan Sunga | Executive Officer | 2 | 2 | |
| Hong Le | Executive Officer | 2 | 2 | |
| Keith Piken | Executive Officer | 2 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001857666] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 549300WF2Y6QIMVUST14 |
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