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Capital Group Private Client Services Inc
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CRD # | 312837 |
SEC # | 801-121267 |
CIK # | 0001857666 |
AUM | $34.0 BB (2024-06-07) |
Employees | 176 (37% Investors, 0% Brokers) |
Phone | 213-486-9200 |
Address | 333 South Hope Street Los Angeles, CA 90071 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
AVGO | 201.3 | 0.5 | |
MSFT | 1,918.2 | 0.5 | |
GOOG | 1,482.6 | 0.4 | |
AAPL | 2,382.8 | 0.2 | |
GOOGL | 1,475.1 | 0.2 | |
V | 419.3 | 0.2 | |
MMC | 77.7 | 0.2 | |
KLAC | 49.3 | 0.2 | |
JPM | 340.2 | 0.2 | |
TSM | 437.4 | 0.1 | |
View All |
Holdings by Sector ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
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Other | Capital Group Alternative Strategies Master Fund LP | [2014-09-29] | 19.4 | 98.3 |
AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 6,569 | 24.3 |
(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 | 53 | 0.1 |
(h) Charitable organizations | 560 | 5.2 |
(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 | 4.2 |
(n) Other | 0 | 0.0 |
Total | 10,998 | 34.0 |
By Discretionary | ||
Discretionary | 5,025 | 31.0 |
Non-Discretionary | 5,973 | 3.0 |
Total | 10,998 | 34.0 |
By Non-United States Persons | ||
Non-United States Persons | 1.2 | |
United States Persons | 32.8 | |
Total | 10,998 | 34.0 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
---|---|---|---|
John Armour | 5 | ||
Brian Janssen | 4 | ||
Hong Le | 2 | ||
Chris Burt | 2 | ||
Susan Sunga | 2 | ||
Keith Piken | 2 | ||
Capital Group Alternative Strategies LLC | 2 | ||
Christopher Burt | 2 | ||
Kevin Saks | 2 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001857666] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Beutel Goodman & Company Ltd
✚
|
35.9 | |
Chandler Asset Management Inc
✚
|
CA | 35.8 |
Edgewood Management LLC
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CT | 35.7 |
Jasper Ridge Partners LP
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TX | 35.3 |
Earnest Partners LLC
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|
GA | 35.3 |
Stancorp Investment Advisers Inc
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|
OR | 34.4 |
Jarislowsky Fraser Limited
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|
34.2 | |
Atlanta Capital Management Company LLC
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|
GA | 33.2 |
TIAA-CREF Individual & Institutional Services LLC
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|
NY | 32.7 |
Fayez Sarofim & Co LLC
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|
TX | 31.4 |