DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Private fund

Capital Group European Growth And Income Fund (Lux)

Other Private Fundadvised byCapital Research And Management Companyasset manager805-6745962244no longer reportedIAPD
Gross asset value
$155M
as of Feb 21, 2023; not a fund size
Peak GAV
$579M
highest filing
Owners
236
beneficial owners reported
Minimum investment
n/a
as reported
Adviser and related own
48%
of the fund
Owned by funds
1%
fund-of-funds interests
Non-US owners
95%
Reported
50 filings
Mar 29, 2012 to Feb 21, 2023
Reporting history
one row per Form ADV filing
Gross asset value$155M as of Feb 21, 2023
Mar 29, 2012$74.0M then
Owners236 as of Feb 21, 2023
Mar 29, 2012195 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Luxembourgreported
Clients solicited
yes, 16% of the adviser's clients investedreported
Form D file number
none reportedreported
Type as written
PRIMARILY LONG ONLY SECURITIES INVESTMENTSreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • J.P. Morgan Bank Luxembourg S.A.
    Senningerberg, Luxembourg · LEI 7W1GMC6J4KGLBBUSYP52
Across DFX
shared identifiers only
This fund id is not on the venture or private equity graphs.
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
not on the adviser's later filingsderived
Share
48%reportedadviser and related persons