other names
  • CAPITAL INTERNATIONAL, INC.
  • CAPITAL INTERNATIONAL RESEARCH & MANAGEMENT INC.
  • CAPITAL INTERNATIONAL RESEARCH AND MANAGEMENT, INC.

Adviser Profile

AUM* 51,920,188,400 11%
of that, discretionary 51,920,188,400 11%
Private Fund GAV* 422,674,126 -91%
Avg Account Size 440,001,597 30%
SMA’s Yes
Private Funds 3 3

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company
- Related adviser

Number of Employees 263 5%

of those in investment advisory functions 46 -46%

Client Types

- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

65B 55B 46B 37B 28B 18B 9B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

SEC Fund Type Count GAV
Fund TypePrivate Equity Fund Count3 GAV$422,674,126

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser CREATION INVESTMENTS Hedge Fund- Liquidity Fund- Private Equity Fund1.1b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund51.3m Total Private Fund GAV1.2b AUM1.6b #Funds8
Adviser MILLSTONE CAPITAL ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund58.1m Real Estate Fund5.2m Securitized Asset Fund- Venture Capital Fund- Other Fund2.0m Total Private Fund GAV65.3m AUM- #Funds7
Adviser FIVE POINTS CAPITAL LLC Hedge Fund- Liquidity Fund- Private Equity Fund291.9m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund1.2b Total Private Fund GAV1.4b AUM1.4b #Funds18
Adviser KIMMERIDGE ENERGY MANAGEMENT COMPANY, LLC Hedge Fund- Liquidity Fund- Private Equity Fund5.0b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund1.6b Total Private Fund GAV6.6b AUM6.3b #Funds42
Adviser PANTHEON Hedge Fund- Liquidity Fund- Private Equity Fund20.0b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund17.3b Total Private Fund GAV37.3b AUM- #Funds35
Adviser HK MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund71.4m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund31.7m Total Private Fund GAV103.0m AUM- #Funds4
Adviser DIALECTIC CAPITAL MANAGEMENT LP Hedge Fund- Liquidity Fund- Private Equity Fund154.0m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV154.0m AUM- #Funds10
Adviser M31 CAPITAL MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund13.9m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund255.0m Other Fund37.9m Total Private Fund GAV561.8m AUM- #Funds35
Adviser 1900 WEALTH Hedge Fund- Liquidity Fund- Private Equity Fund59.8m Real Estate Fund18.3m Securitized Asset Fund- Venture Capital Fund6.0m Other Fund29.3m Total Private Fund GAV119.5m AUM3.1b #Funds22
Adviser ATLAS HOLDINGS LLC Hedge Fund- Liquidity Fund- Private Equity Fund24.5b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund50.4m Total Private Fund GAV24.6b AUM18.1b #Funds20

Brochure Summary