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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) |
|---|
| CIK | Period |
|---|---|
| 0001857666 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Broadcom Inc | 201.3 | 0.5 | |
| Microsoft Corp | 1,918.2 | 0.5 | |
| Alphabet Inc | 1,482.6 | 0.4 | |
| Apple Inc | 2,382.8 | 0.2 | |
| Alphabet Inc | 1,475.1 | 0.2 | |
| VISA Inc | 419.3 | 0.2 | |
| Marsh & McLennan Companies Inc | 77.7 | 0.2 | |
| KLA Tencor Corp | 49.3 | 0.2 | |
| J P Morgan Chase & Co | 340.2 | 0.2 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 437.4 | 0.1 | |
| Abbott Laboratories | 187.3 | 0.1 | |
| Amazon Com Inc | 1,093.0 | 0.1 | |
| Facebook Inc | 434.9 | 0.1 | |
| UnitedHealth Group Inc | 477.0 | 0.1 | |
| Hilton Worldwide Holdings Inc | 32.1 | 0.1 | |
| Linde PLC | 147.5 | 0.1 | |
| Philip Morris International Inc | 158.8 | 0.1 | |
| Regeneron Pharmaceuticals Inc | 65.3 | 0.1 | |
| Fedex Corp | 62.2 | 0.1 | |
| Danaher Corp /DE/ | 183.1 | 0.1 | |
| Northrop Grumman Corp /DE/ | 72.2 | 0.1 | |
| ServiceNow Inc | 94.9 | 0.1 | |
| Constellation Energy Corp | 19.0 | 0.1 | |
| Progressive Waste Solutions Ltd | 31.3 | 0.1 | |
| AbbVie Inc | 269.5 | 0.1 | |
| Lilly Eli & Co | 301.8 | 0.1 | |
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| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Capital Group Alternative Strategies Master Fund LP | [2014-09-29] | 19.4 | 98.3 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 |
|---|---|---|
| 13F-HR | [0001857666] |
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|---|---|---|
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✚
|
35.9 | |
|
Chandler Asset Management Inc
✚
|
CA | 35.8 |
|
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CT | 35.7 |
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Jasper Ridge Partners LP
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TX | 35.3 |
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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
✚
|
TX | 31.4 |