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Capital Research & Consulting LLC
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Pasadena, California
$4.9 billion AUM
1 office

Capital Research & Consulting LLC is based in Pasadena, California and has $4.9 billion in assets under management.

Location
15 S. Raymond Avenue
Suite 200
Pasadena, CA 91105
$4.9 billion
AUM
6
Employees
AUM Share
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$4,876,560,118
Assets under management
71 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Pension and profit sharing plans 24 $4,086,254,645 84% $170,260,610
State or municipal government entities 6 $790,305,473 16% $131,717,579
Employees Share
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6
Employees
3
Investment analysts
50% of total employees
AUM per employee Share
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$4,876,560,118
Assets under management
$812,760,020
AUM per employee
$1,625,520,039
AUM per investment analyst
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Compensation

Capital Research & Consulting LLC makes money through the following ways:

  • Fixed fees
  • Asset based fees
Services offered

Capital Research & Consulting LLC provides the following services:

  • Portfolio management for businesses or institutional clients
  • Pension consulting services
Firm data Share
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CRD number 109,868
SEC number 801-56356
Legal structure Limited Liability Company
Legal governance California, United States
Latest ADV filing date March 23, 2020

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