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 corporate adviser that focuses on institutional clients and serves primarily as portfolio manager for pooled investment vehicles. The firm’s public filings show a clear tilt toward equities as the primary asset preference, with separately managed account (SMA) activity concentrated in exchange‑traded equities. CI Global Investments Inc. is not flagged as an active ESG investor, operates under a fee structure classified as “other,” and does not identify itself as a capital allocator. Its regulatory profile and reported business activities indicate involvement beyond a pure advisory role — the firm has industry affiliations consistent with serving as a sponsor or general partner of pooled vehicles and with CPO/CTA activity, which suggests it structures and manages collective investment products in addition to running investment sleeves.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities61%
- Private Funds38%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2Yvette Zhang
Chief Financial OfficerCRD 7667605
Marc-André Lewis
President and Chief Investment OfficerCRD 8064971
Contacts
3 of 3WILLIAM 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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