CI Global Investments Inc.

RIASEC Registered

Total AUM

$14.7B

Discretionary

$14.7B

100% of AUM

Avg account

$546M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Oakland, California
CRD number: 156752
Registered since: July 1, 2011
Website: www.cifinancial.com
Custodians: RBC CAPITAL MARKETS, LLC
Fee structure: Other
Client types: Pooled Investment Vehicles99.85%
Charitable Organizations0.15%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

CI Global Investments Inc. is a corporation registered with the SEC in 2011 that operates as an institutional registered investment adviser. Its ownership is listed as a mix of foreign entity and individual ownership. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles rather than acting as a direct capital allocator to individual investors. Fee arrangements are classified as “other.” The firm is not identified as an active ESG investor and does not operate as a multi-state adviser. Its public filings and affiliations indicate activity across related industry roles: broker-dealer, other investment adviser, commodity pool operator/commodity trading adviser (CPO/CTA), and sponsor/GP/managing member of pooled investment vehicles. Those roles align with the firm’s emphasis on running pooled funds and serving institutional clients.