Capital International Research & Management Inc. (Los Angeles)

Name: Capital International Research & Management Inc.
Address: 11100 Santa Monica Blvd, Los Angeles, CA, 90025 3384
Telephone: 310-996-6000

Capital International Research & Management Inc. is a large advisory firm based in Los Angeles. It manages $48.5 billion of regulatory assets for 112 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Capital International Research & Management provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Capital International Research & Management: assets under management

The assets under management (AUM) of Capital International Research & Management Inc. is $48.5 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $48.5 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $432.99 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Capital International Research & Management Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Capital International Research & Management Inc.

Philip Detoledo has been acting as President since 1 Mar 1988. Bruce Eugene Meikle joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Roberta Anne Conroy	Sr. vice president/secretary/clo/cco	1 Mar 1988	Other	2222505
Philip Detoledo	Director/sr. vice president/president/pfo	1 Mar 1988	Other	2222500
David Isador Fisher	Director/vice chairman	1 Mar 1988	Other	1895282
Walter Phillips Stern	Director	1 Mar 1988	Other	4393047
Philip De Toledo	Director/sr. vice president/pfo	1 Mar 1988	Other	2222500
Inc. Capital Group International	Shareholder	1 Apr 1988	75% - 100%	95-4154357
Hartmut Heinrich Giesecke	Director/sr. vice president	1 Jul 1991	Other	4393045
Shaw Bradley Wagener	Director/president	1 Jul 1991	Other	4360402
Koenraad Carl Alice Foulon	Director/sr. vice president	1 Apr 1997	Other	4393044
Victor Kohn	Director/ sr. vice president	1 Apr 1997	Other	1522226
Victor David Kohn	Director/ sr. vice president	1 Apr 1997	Other	1522226
Peter Charles Kelly	Director/sr. vice president	1 Aug 1998	Other	2306289
Lam Nguyen Phuong	Director/sr. vp/ res. dir.-private equity	1 Sep 1998	Other	4393046
Darcy Kopcho	Director	1 Sep 1999	Other	2246533
Michael Anthony Felix	Director/sr. vp	1 Aug 2002	Other	4573424
Carl Michael Kawaja	Director	1 Feb 2003	Other	4460694
Thomas M. Rowland	Chief compliance officer	1 Aug 2004	Other	4866969
Bruce Eugene Meikle	Chief compliance officer	1 Jul 2006	Other	4882126

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. The Capital Group Companies	Shareholder	1 Apr 1998	75% - 100%	86-026507

Based in Los Angeles

The principal office where Capital International Research & Management Inc. performs its advisory services is located at 11100 Santa Monica Blvd, Los Angeles, CA 90025 3384, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 310-996-6000 or by fax 310-996-6200. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.capgroup.com.