Investment adviser · CRD 110682

CAPITAL INTERNATIONAL, INC.

Investment adviser filing (IA)

LOS ANGELES, CA, United States · Form ADV filed Sep 25, 2026

Regulatory AUM: $58.2B
Client accounts: 116
Employees: 254
Advisory professionals: 45

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Retirement plans	47	$13,995,201,737	24.0%
Investment companies	8	$10,921,765,576	18.8%
Pooled investment vehicles	26	$10,579,068,942	18.2%
Corporations & businesses	6	$9,084,004,686	15.6%
Sovereign wealth & foreign institutions	5	$5,438,418,846	9.3%
Government entities	15	$4,237,406,548	7.3%
Insurance companies	5	$3,663,252,068	6.3%
Charities	Fewer than 5	$277,048,370	0.5%
Other clients	Fewer than 5	$11,839,794	0.0%

Filing source

Form ADV 2119303 · Sep 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

18 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CAPITAL INTERNATIONAL PRIVATE EQUITY FUND VI, L.P.Private Equity Fund · Last reported Sep 25, 2026$374MGross asset value

Form D fundraising filings

Capital International Private Equity Fund VI, L.P.

Fund administrator SEI GLOBAL SERVICES, INC. OAKS, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP COSTA MESA, California, United States

Custodian JPMORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source

Fund ID: 805-6484584514
Reported beneficial owners: 100
Minimum commitment: $25M
Form D file number: 021-152163

Form ADV 2119303 · Sep 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CIPEF EAST TOWN COINVESTMENT FUND, L.P.Private Equity Fund · Last reported Sep 25, 2026$30.5MGross asset value

Auditor DELOITTE & TOUCHE LLP COSTA MESA, California, United States

Custodian JPMORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source

Fund ID: 805-9405356275
Reported beneficial owners: 1
Minimum commitment: $25M

Form ADV 2119303 · Sep 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EMERGING MARKETS EQUITY FUNDOther Private Fund · Last reported Jul 12, 2022$2.07BGross asset value

Form D fundraising filings

EMERGING MARKETS EQUITY FUND

Fund administrator JPMORGAN CHASE BANK, N.A BOSTON, Massachusetts, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP COSTA MESA, California, United States

Custodian JPMORGAN CHASE BANK, N.A NEW YORK, New York, United States Related to adviser: No

Marketer AMERICAN FUNDS DISTRIBUTORS, INC. LOS ANGELES, California, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

JPMORGAN CHASE BANK, N.A
LEI 7H6GLXDRUGQFU57RNE97

AMERICAN FUNDS DISTRIBUTORS, INC.
CRD 6247 · SEC 801-77946

Fund details & source

Fund ID: 805-2487375563
Reported beneficial owners: 1
Minimum commitment: $5M
Form D file number: 021-184491

Form ADV 1663508 · Jul 12, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CAPITAL GROUP INTERNATIONAL EQUITY COMMON TRUST (US)Other Private Fund · Last reported Jul 12, 2022$1.17BGross asset value

Form D fundraising filings

Capital Group International Equity Common Trust (US)

Fund administrator JPMORGAN CHASE BANK, N.A BOSTON, Massachusetts, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP COSTA MESA, California, United States

Custodian JPMORGAN CHASE BANK, N.A NEW YORK, New York, United States Related to adviser: No

Marketer AMERICAN FUNDS DISTRIBUTORS, INC. THROUGH ITS CAPITAL GROUP INSTITUTIONAL INVESTMENT SERVICES DIVISION LOS ANGELES, California, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

JPMORGAN CHASE BANK, N.A
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source

Fund ID: 805-1686691816
Reported beneficial owners: 15
Minimum commitment: $5M
Form D file number: 021-43147

Form ADV 1663508 · Jul 12, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CAPITAL GROUP EMERGING MARKETS RESTRICTED EQUITY COMMON TRUST (US)Other Private Fund · Last reported Jul 12, 2022$670MGross asset value

Form D fundraising filings

Capital Group Emerging Markets Restricted Equity Common Trust (US)

Fund administrator JPMORGAN CHASE BANK, N.A BOSTON, Massachusetts, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP COSTA MESA, California, United States

Custodian JPMORGAN CHASE BANK, N.A NEW YORK, New York, United States Related to adviser: No

Marketer AMERICAN FUNDS DISTRIBUTORS, INC. LOS ANGELES, California, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

JPMORGAN CHASE BANK, N.A
LEI 7H6GLXDRUGQFU57RNE97

AMERICAN FUNDS DISTRIBUTORS, INC.
CRD 6247 · SEC 801-77946

Fund details & source

Fund ID: 805-2691133470
Reported beneficial owners: 3
Minimum commitment: $5M
Form D file number: 021-128033

Form ADV 1663508 · Jul 12, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CAPITAL INTERNATIONAL PRIVATE EQUITY FUND V, L.P.Private Equity Fund · Last reported Jul 1, 2025$346MGross asset value

Fund administrator SEI GLOBAL SERVICES, INC. OAKS, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP COSTA MESA, California, United States

Custodian JPMORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source

Fund ID: 805-5314971080
Reported beneficial owners: 132
Minimum commitment: $25M
Form D file number: 021-102441

Form ADV 2001464 · Jul 1, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CAPITAL GROUP GLOBAL EQUITY COMMON TRUST (US)Other Private Fund · Last reported Jul 12, 2022$233MGross asset value

Form D fundraising filings

Capital Group Global Equity Common Trust (US)

Fund administrator JPMORGAN CHASE BANK, N.A BOSTON, Massachusetts, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP COSTA MESA, California, United States

Custodian JPMORGAN CHASE BANK, N.A NEW YORK, New York, United States Related to adviser: No

Marketer AMERICAN FUNDS DISTRIBUTORS, INC. LOS ANGELES, California, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

JPMORGAN CHASE BANK, N.A
LEI 7H6GLXDRUGQFU57RNE97

AMERICAN FUNDS DISTRIBUTORS, INC.
CRD 6247 · SEC 801-77946

Fund details & source

Fund ID: 805-4107596387
Reported beneficial owners: 4
Minimum commitment: $5M
Form D file number: 021-45151

Form ADV 1663508 · Jul 12, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 25, 2026. View historical filings

Reported services

Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

333 SOUTH HOPE STREET
LOS ANGELES, CA, 90071-1406, United States

CRD 110682

Filing source

Form ADV 2119303 · Sep 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.