Investment adviser · CRD 125621

CAPITAL RESEARCH ADVISORS, LLC

Investment adviser filing (IA)

SUWANEE, GA, United States · Form ADV filed Jul 8, 2019

Regulatory AUM: $48.3M
Client accounts: 107
Employees: 4
Advisory professionals: 3

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
High-net-worth individuals	15	$26,285,087	54.4%
Individuals	79	$18,545,335	38.4%
Retirement plans	Fewer than 5	$2,936,195	6.1%
Charities	Fewer than 5	$387,809	0.8%
Other investment advisers	Fewer than 5	$162,271	0.3%

Filing source

Form ADV 1332904 · Jul 8, 2019 · 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

1 Private fund

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

U.S. 50 FUNDHedge Fund · Last reported Mar 28, 2018$112KGross asset value

Form D fundraising filings

U.S. 50 Fund, L.P.

Fund administrator GEMINI HEDGE FUND SERVICES HAUPPAUGE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RICHEYMAY ENGLEWOOD, Colorado, United States

Custodian NATIONAL FINANCIAL SERVICES LLC 640 5TH AVE 4TH FLOOR, 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

RICHEYMAY
PCAOB 673

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

Fund details & source

Fund ID: 805-6072021457
Reported beneficial owners: 2
Minimum commitment: $250K
Form D file number: 021-237399

Form ADV 1193242 · Mar 28, 2018 · 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: Jul 8, 2019. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly

Principal office

4185-B SILVER PEAK PARKWAY
SUWANEE, GA, 30024, United States

CRD 125621

Filing source

Form ADV 1332904 · Jul 8, 2019 · 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.