Christian Brothers Investment Services, Inc.
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 104604
- Registered since
- December 22, 1981
- Website
- cbisonline.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Christian Brothers Investment Services, Inc. is a corporation registered with the SEC since 1981 that operates as an institutional registered investment adviser. It serves an institutional client base and provides portfolio management for investment companies. The firm charges a percentage-of-assets fee model and is not structured as a capital allocator. According to the available profile, the adviser does not self-identify as an active ESG investor and is not flagged as a multi-state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6
Jeffrey McCroy
President and CEOCRD 1292237
Carolyn Shields
Chief Financial OfficerCRD 5668390
Thomas Digenan
Chief Investment OfficerCRD 6989233
Contacts
3 of 5
William Rybak
DirectorCRD 1573377
Pamela Gleeson
DirectorCRD 6177942
Edward Mooney
Board of DirectorsCRD 2272993
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 125 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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