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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.