CI Global Investments Inc.

RIASEC RegisteredEst. 2011
Total AUM
$14.7B
Discretionary
$14.7B
100% of AUM
Avg account
$546M
Accounts
27
Employees
2
Advisory reps
5

Firm details

Headquarters
Oakland, California
CRD number
156752
Registered since
July 1, 2011
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.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 61%, Private Funds 38%, Cash & Cash Equivalents 1%61%
  • Exchange Traded Equities61%
  • Private Funds38%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • Yvette Zhang

    Yvette Zhang

    Chief Financial OfficerCRD 7667605

  • Marc-André Lewis

    President and Chief Investment OfficerCRD 8064971

Contacts

3 of 3
  • William Chinkiwsky

    William Chinkiwsky

    Senior Vice PresidentCRD 6314727

  • Elsa Li

    Elsa Li

    Senior Vice President and General CounselCRD 7667604

  • Amit Muni

    Executive Vice PresidentCRD 5512860

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth