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CI GLOBAL INVESTMENTS INC.
CRD 156752File 801-72494
APPROVED
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$14.74B
Top 10% of cohort (national)
Discretionary AUM
$14.74B
Clients
27
27 accounts
Employees
2
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 1, 2011
- Principal office
- 1111 BROADWAY, SUITE 300, OAKLAND, CA, 94607
- Phone
- 416-364-1145
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $14.74B
- Discretionary AUM
- $14.74B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 27
- Non-discretionary accounts
- 0
- Total accounts
- 27
- AUM per client
- $545.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $22.0M |
| Pooled investment vehicles | 26 | $14.71B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — APPROXIMATELY 110% OF THE ADVISOR'S EXPENSES
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.