Capital Research & Consulting LLC is a large advisory firm based in Pasadena. It manages $3.91 billion of regulatory assets for 68 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of California.
Capital Research & Consulting provides portfolio management for businesses and institutional clients and pension consulting services. 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 Research & Consulting LLC is $3.91 billion. The firm's AUM has grown by 77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Capital Research & Consulting LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pension and profit sharing plans and state or municipal government entities. The largest group of clients of Capital Research & Consulting is pension and profit sharing plans with 25 clients and $3.3 billion of assets under management. Among the 8 most similar advisory firms, Capital Research & Consulting has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $3.91 billion for 30 clients. None of the firm’s clients are foreign persons or businesses.
Capital Research & Consulting doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Capital Research & Consulting LLC performs its advisory services is located at 15 S. Raymond Avenue, Pasadena, CA 91105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 626-844-1440 or by fax 626-440-1319. The normal business hours are 9-5pm pacific time on Monday - Friday. You can find more information about the New York firm at capitalresearchandconsulting.com.