Capital Research Advisors LLC

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Assets, Funds, Holdings

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Capital Research Advisors LLC
CRD #125621
SEC #801-65240
CIK #
AUM
Employees 4 (75% Investors, 50% Brokers)
Phone770-925-1000
Address4185B Silver Peak Parkway
Suwanee, GA 30024
Source [IAPD] [Website]
Total AUM ($M)
1108866442202006201220182024
Type Form D Funds Date Sold ($M) AUM ($M)
HF US 50 Fund [2015-03-30] 0.0 0.1
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 79 18.5
(b) Individuals (high net worth individuals) 15 26.3
(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 0 0.0
(g) Pension and profit sharing plans 0 2.9
(h) Charitable organizations 0 0.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.2
(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 0 0.0
(n) Other 0 0.0
Total 107 48.3
By Discretionary
Discretionary 107 48.3
Non-Discretionary 0 0.0
Total 107 48.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 48.3
Total 107 48.3
Form D Directors # Filings # Firms 2011 - 2025
David Simmons 10
Darren Heil 4
Ken Graves 1
Kdd Partners LLC 1
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