CAPITAL INTERNATIONAL, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $51.92B |
| Discretionary | $51.92B100% of AUM |
| Client Accounts | 118 |
| Avg Account Size | $440.0M |
| Employees | 263 |
| Peak AUM | $64.62BSep 2021 |
| AUM CAGR | +1.7% /yrover 25 yrs · 59 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $51.9B | +12.7% | +3.6% | +0.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $51.92B |
| Discretionary | $51.92B |
| Employees | 263 |
| Client Accounts | 118 |
Contact & Location
Address
333 SOUTH HOPE STREET
LOS ANGELES CA 90071-1406
Phone
213-486-9200
Filing History
59 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$51.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Dec 2021
•Felony conviction
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Broker-DealerInvestment AdviserPension ConsultantLaw Firm