Capital International, Inc.

RIASEC RegisteredEst. 1988

Total AUM

$51.9B

Discretionary

$51.9B

100% of AUM

Avg account

$440M

Accounts

118

Employees

263

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 110682
Registered since: May 20, 1988
Website: www.capitalgroup.com
Custodians: J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles29.42%
Pension & Profit Sharing Plans26.82%
Investment Companies12.73%
Corporations / Businesses12.21%
State / Municipal Government8.67%
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 an adviser to institutional clients and is organized around private equity fund activity. The firm has been SEC-registered since 1988 and combines percentage-of-AUM and performance-based fee structures. Its advisory remit includes portfolio management for investment companies, pooled investment vehicles and for businesses or other institutions. The firm identifies as an active ESG investor and appears on filings as a sponsor/GP and manager of pooled vehicles; it also maintains affiliations across broker-dealers, trust and banking entities, insurance companies and other investment advisers. Capital International, Inc. is registered as a CPO/CTA and is classified in the dataset as a private equity fund manager rather than a pure retail RIA.