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CI GLOBAL INVESTMENTS INC.
CRD 156752 · SEC 801-72494
1111 BROADWAY, SUITE 300, OAKLAND, CA, 94607, United States
Phone
416-364-1145
Fax
416-365-0501
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$14.74B
Discretionary AUM
$14.74B
Team
2 total employees; 2 advisory reps
Clients
—
Fees
APPROXIMATELY 110% OF THE ADVISOR'S EXPENSES
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 26 | $14.71B |
| Charitable organizations | 1 | $22.0M |
States served
CA, MA
Official SEC filing: View on IAPD