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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Los Angeles, CA HQ: Los Angeles, CA

Capital Group Private Client Services, Inc.

$43.5B Total AUM · Institutional LP profile covering 30 historical fund disclosure records ($3.67B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Private Equity, Infrastructure (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
30
5 Open Source Trails Below
Sum of Disclosed Rows
$3.67B
Total AUM: $43.5B
Median Disclosed Amount
$108.8M
Range: $15.0M – $304.2M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/30)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Capital Group Private Client Services, Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 30 total tracked records (+25 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
CBRE Asia Value Partners 7 SCSpAdviser 7.B Vehicle Real Estate 2025
$147.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
CIP IX-G Strategic Co-Inv Vehicle, LPAdviser 7.B Vehicle Co-Investment 2025
$140.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
CVC Capital Strategic Opps IIIAdviser 7.B Vehicle Buyout 2025
$136.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Brookfield Infrastructure Partners LPAdviser 7.B Vehicle Infrastructure 2025
$102.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Capvis Equity IVAdviser 7.B Vehicle Private Equity 2025
$74.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Capital Group Private Client Services, Inc.

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Capital Group Private Client Services, Inc. (Los Angeles, CA) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($565.7M allocation gap toward a 19.0% target, advised by Cambridge Associates).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-20

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Capital Group Private Client Services, Inc.

1,108 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Capital Group Private Client Services, Inc. (30 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 15 Shared Vehicles

Glastonbury Gunnison Stanfield Philanthropic Foundation & Charitable Trust

Private Foundation Glastonbury, CT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CBRE Asia Value Partners 7 SCSp (2025 Vintage)
Capital Group Private Client Services, Inc.: $147.5M · SEC Form ADV 7.B
Glastonbury Gunnison Stanfield Philanthropic Foundation & Charitable Trust: $28.8M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: CIP IX-G Strategic Co-Inv Vehicle, LP (2025 Vintage) · CVC Capital Strategic Opps III (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 14 Shared Vehicles

Bentallgreenoak (U.S.) Limited Partnership

OCIO / Wealth RIA Seattle, WA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Index Ventures Growth VI (2025 Vintage)
Capital Group Private Client Services, Inc.: $304.2M · SEC Form ADV 7.B
Bentallgreenoak (U.S.) Limited Partnership: $52.9M · SEC Form ADV 7.B

Additional shared vehicles: PAI Europe VIII, L.P. (2025 Vintage) · CIP IX-G Strategic Co-Inv Vehicle, LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 11 Shared Vehicles

Clearwater Brazosport Waverly Regional Health System Master Investment Pool

Healthcare / Hospital System Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CIP IX-G Strategic Co-Inv Vehicle, LP (2025 Vintage)
Capital Group Private Client Services, Inc.: $140.8M · SEC Form ADV 7.B
Clearwater Brazosport Waverly Regional Health System Master Investment Pool: $44.2M · IRS Form 990 Sched D

Additional shared vehicles: CBRE Asia Value Partners 7 SCSp (2025 Vintage) · CVC Capital Strategic Opps III (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+1,105 Additional Institutional LPs Report Shared Vehicles with Capital Group Private Client Services, Inc.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Capital Group Private Client Services, Inc.

You are viewing 5 open public preview records (out of 30 total tracked records for Capital Group Private Client Services, Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 30 tracked historical disclosure records (+25 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (1,108 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (7) & CRM export

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Strategies Disclosed by Capital Group Private Client Services, Inc.

Buyout LPs →Private Credit LPs →Real Estate LPs →Private Equity LPs →Infrastructure LPs →

Frequently Asked Questions: Capital Group Private Client Services, Inc.

What type of institutional allocator is Capital Group Private Client Services, Inc. and what is their typical disclosed ticket size?

Capital Group Private Client Services, Inc. is categorized under Family Office / MFO (Regional Roadshow Hub: Los Angeles, CA; Headquarters: Los Angeles, CA). Across 30 historical disclosure records tracked on Prilago ($3.67B total parsed USD across disclosed rows), the median disclosed amount is $108.8M (range: $15.0M to $304.2M).

Which private-market strategies appear in Capital Group Private Client Services, Inc.'s public disclosures?

Capital Group Private Client Services, Inc. has disclosed records across Buyout, Private Credit, Real Estate, Private Equity, Infrastructure. Open preview records include CBRE Asia Value Partners 7 SCSp (2025 Vintage), CIP IX-G Strategic Co-Inv Vehicle, LP (2025 Vintage), CVC Capital Strategic Opps III (2025 Vintage), Brookfield Infrastructure Partners LP (2025 Vintage).

How are Capital Group Private Client Services, Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Capital Group Private Client Services, Inc. cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Capital Group Private Client Services, Inc.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/capital-group-private-client-services-inc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Capital Group Private Client Services, Inc.?

In Prilago's bilateral commitment graph, Capital Group Private Client Services, Inc. shares resolved underlying fund vehicles with 1,108 institutional LPs across 30 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Glastonbury Gunnison Stanfield Philanthropic Foundation & Charitable Trust (15 shared vehicles, e.g. CBRE Asia Value Partners 7 SCSp (2025 Vintage)), Bentallgreenoak (U.S.) Limited Partnership (14 shared vehicles, e.g. Index Ventures Growth VI (2025 Vintage)), Clearwater Brazosport Waverly Regional Health System Master Investment Pool (11 shared vehicles, e.g. CIP IX-G Strategic Co-Inv Vehicle, LP (2025 Vintage)).

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