Capital International, Inc.

RIASEC Registered

Total AUM

$64.3B

Discretionary

$64.3B

100% of AUM

Avg account

$554M

Accounts

116

Employees

254

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 110682
Registered since: May 20, 1988
Website: www.capitalgroup.com
Custodians: STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles25.87%
Pension & Profit Sharing Plans21.78%
Investment Companies17%
Corporations / Businesses14.14%
Sovereign Wealth Funds8.46%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Capital International, Inc. is a corporation that operates as a private equity fund manager and provides portfolio management to institutional clients, pooled vehicles and investment companies. The firm is registered with the SEC (registered in 1988) and reports business activities that include acting as a CPO/CTA and serving as sponsor or general partner of pooled investment vehicles. Its compensation mixes percentage-of-AUM and performance-based fees. The firm identifies itself as an active ESG investor and lists both related-adviser affiliations and multiple industry relationships such as broker‑dealer, trust company and insurance company connections.