Christian Brothers Investment Services, Inc.

RIASEC Registered
Total AUM
$11.9B
Discretionary
$11.9B
100% of AUM
Avg account
$11.9B
Accounts
1
Employees
38
Advisory reps
11

Firm details

Headquarters
Chicago, Illinois
CRD number
104604
Registered since
December 22, 1981
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth