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 corporate investment manager that operates as a private equity fund manager and adviser to institutional clients. The firm provides portfolio management for investment companies, pooled vehicles and institutional or corporate accounts; it also functions in roles typical of sponsors and general partners for pooled investment vehicles and is registered to act as a CPO/CTA. Capital International charges a mix of percentage-of-assets and performance-based fees and describes itself as an active ESG investor. The firm maintains relationships across broker-dealers, banking and trust institutions, and insurance entities, and is structured with related-adviser arrangements rather than as a newly formed or multi-state adviser.