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Building 2CAPITAL RESEARCH AND MANAGEMENT COMPANY

Map pinLOS ANGELES, CA
Phone213-486-9200
NotebookSEC #801-8055
Total AUM
$3.8T
Employees
1,417
Clients
22,833

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 S HOPE STREET
55TH FLOOR
LOS ANGELES
CA 90071-1406
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
213-486-9200
Other Offices
4

ReceiptFinancials

Total AUM
$3.8T
Accounts
22,833
Discretionary
$3.8T
Accounts
22,833
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
20,458
AUM
$12.7B
HNW Individual Clients
1,696
AUM
$11.7B
Investment Company Clients
146
AUM
$3.5T
Pooled Vehicle Clients
66
AUM
$199.5B
Pension/Profit Sharing Plan Clients
9
AUM
$32.6M
Charitable Organization Clients
145
AUM
$1.6B
Sovereign Wealth Fund Clients
3
AUM
$1.6B
Corporation or Business Clients
296
AUM
$2.8B
Other Clients
14
AUM
$12.3B
Description of Other Clients
OTHER MANAGED ACCOUNT PROGRAMS AND CLIENTS ON THIRD PARTY PLATFORMS

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO MANAGEMENT FOR SMA AND WRAP FEE PROGRAMS
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
GROSS INVESTMENT INCOME

Shield checkCompliance

Disclosures
Felony ConvictionOther Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 10 other businesses.

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