CI Global Investments Inc.
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
FINTRXOverview
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.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Private Funds38%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Yvette Zhang
Chief Financial OfficerCRD 7667605
Marc-André Lewis
President and Chief Investment OfficerCRD 8064971
Contacts
3 of 3
William Chinkiwsky
Senior Vice PresidentCRD 6314727

Elsa Li
Senior Vice President and General CounselCRD 7667604
Amit Muni
Executive Vice PresidentCRD 5512860
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oakland, CA
Alameda
Location
Oakland, CA
Headquartered in Oakland, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 1111 Broadway
- Time zone
- PT (UTC-8)
- Office locations
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