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 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

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

    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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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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