Where to get historical AUM data on private funds like Capital Group? (+ discussion on LO AM prospects)

Basically the title. For publicly traded LO AMs, you can go into their annual or quarterly reports. But what about for privately held LO's like Capital? The most I could find about their historical AUM was from FT and Wikipedia.

Edit: Nevermind. As I was writing this post, I did some more research and found that you can go to Capital Group's news releases, and at the bottom of each article, there is an "About Us" section with the most recently updated AUM figures. Posting this here so other people can benefit. https://www.capitalgroup.com/about-us/news-room.h…

Edit 2: Pulled out the numbers so I figured I might as well post them here. Am interested in this data because I've been seeing other posts discuss secular decline / consolidation within the LO AM industry.

Note that the data is sporadic because they do not post news releases every quarter. 

2Q19: $1.9t

3Q20: $2.0t

4Q20: $2.3t

2Q21: $2.6t

4Q21: $2.7t

2Q22: $2.2t

3Q22: $2.1t

It appears that they are back at November 2020 levels of AUM, which is not bad, considering that other funds have seen greater outflows. Eager to hear if anyone has collected data on AUM in/outflows of other LO AM's, or if there are any qualitative insights on why Capital Group would fare better than its peers should the industry continue to consolidate.

3 Comments
 

Rerum autem dolor aperiam eligendi. Accusamus ex consequatur minus consequatur doloremque.

Omnis doloribus et voluptas quo quia rerum. Quisquam aliquam laboriosam modi. Laudantium eius quas omnis dolor. Aut nobis maiores perspiciatis voluptatem.

Minus numquam ad a enim esse pariatur. Optio maxime soluta magnam sunt culpa. Sit excepturi ratione nulla eos.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (67) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
CompBanker's picture
CompBanker
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
DrApeman's picture
DrApeman
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
Jamoldo's picture
Jamoldo
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”