Capital Group Private Client Services is a fund manager in Los Angeles with $30.90 bn assets under management.
Company profile
Website
Employees
Incorporated
Industry
SEC CIK
IRS number
853199211
SEC advisor number
801-121267
FINRA CRD number
312837
AUM ?
$30.90 bn
(as of 31 May 23)
Accounts
9,785
(as of 31 May 23)
Employees
179
(68 investment advisory or research)
Office hours
Monday - Friday, 8:00A.M. - 5:00P.M
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Zerges, Jessica, Moran | Chief Compliance Officer | 10/2020 | < 5% |
O'connor, Matthew, Philip | Director, Chairman | 07/2020 | < 5% |
Armour, John, Stephen | Director, President | 07/2020 | < 5% |
Saks, Kevin, Michael | Director, Senior Vice President and Chief Operating Officer | 07/2020 | < 5% |
Silverman, Susi, Michele | Chief Financial Officer and Treasurer | 10/2020 | < 5% |
Burt, Christopher, Thomas | Director, Senior Vice President and Secretary | 07/2020 | < 5% |
Capital Group International, Inc. | Shareholder | 07/2020 | > 75% |
Capital Research and Management Company | Shareholder | 07/2014 | > 75% |
the Capital Group Companies, Inc. | Shareholder | 02/1967 | > 75% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Capital Group Private Client Services, Inc. | $30.90 bn | |
Capital Group Alternative Strategies Master Fund, LP | $99.04 mm | Other Private Fund |
Capital Group Alternative Strategies Fund, LP | ||
Capital Group Alternative Strategies Fund (Offshore), LP |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
19 May 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22