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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Research & Consulting LLC
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|---|---|
| CRD # | 109868 |
| SEC # | 801-56356 |
| CIK # | |
| AUM | $6.1 B (2025-03-17) |
| Employees | 8 (25% Investors, 25% Brokers) |
| Phone | 626-844-1440 |
| Address | 15 S Raymond Avenue Pasadena, CA 91105 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 5.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 5 | 0.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 64 | 6.1 |
| By Discretionary | ||
| Discretionary | 16 | 0.5 |
| Non-Discretionary | 48 | 5.6 |
| Total | 64 | 6.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.1 | |
| Total | 64 | 6.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CarVal CLO Management LLC
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|
MN | 6.4 |
|
Omnicap Group LLC
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|
CA | 6.4 |
|
Sullivan Realty Capital LLC
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|
NY | 6.4 |
|
Altos Ventures Management Inc
✚
|
CA | 6.3 |
|
Hudson Housing Capital LLC
✚
|
NY | 6.1 |
|
Coronation Investment Management International PTY Ltd
✚
|
6.1 | |
|
Neuberger Berman Loan Advisers LLC
✚
|
IL | 6.0 |
|
QCAM Currency Asset Management
✚
|
6.0 | |
|
Neos Investment Management LLC
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|
CT | 5.9 |
|
BDT & MSD BDC Management LLC
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|
NY | 5.8 |