Capital Guardian Trust Company

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Assets, Funds, Holdings

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Capital Guardian Trust Company
CRD #108236
SEC #801-60145
CIK #0000314965
AUM
Employees 8 (38% Investors, 0% Brokers)
Phone213-486-9200
Address333 South Hope Street
Los Angeles, CA 90071-1406
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram]
Total AUM ($BB)
170136102683401999200620132021
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other Capital Group Absolute Income Grower Common Trust US 2012-03-30 178.5
Other Capital Group All Country World Equity Common Trust US 2012-03-30 23.7
Other Capital Group Emerging Markets Debt Common Trust US [2012-03-30] 0.0 51.9
Other Capital Group Emerging Markets Total Opportunities Common Trust US [2012-03-30] 1,023.7 92.2
Other Capital Guardian Emerging Market Debt USD Fund for Tax-Exempt Trusts [2012-03-30] 32.8 34.5
Other Capital Guardian Emerging Markets Equity Fund for Tax-Exempt Trusts [2012-03-30] 238.9 68.9
Other Capital Guardian International All Countries Equity Fund for Tax-Exempt Trusts [2012-03-30] 449.0 115.4
Other Capital Guardian International Non-US Small Capitalization Fund for Tax-Exempt Trusts [2012-03-30] 45.3 51.3
Other Capital Guardian US Growth and Income Fund for Tax-Exempt Trusts [2012-03-30] 20.2 27.0
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 765 0.6
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 11 4.8
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 51 7.8
(g) Pension and profit sharing plans 30 16.8
(h) Charitable organizations 8 1.0
(i) State or municipal government entities 5 3.7
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 1.1
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 35 9.7
(n) Other 27 0.3
Total 936 45.8
By Discretionary
Discretionary 932 45.6
Non-Discretionary 4 0.1
Total 936 45.8
By Non-United States Persons
Non-United States Persons 4.6
United States Persons 41.1
Total 936 45.8
Form D Directors # Filings # Firms 2011 - 2024
See Clarification See Clarification 118
SEE Clarification 5
EDGAR Form CIK 2011 - 2024
13F-HR [0000314965]
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