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CI GLOBAL INVESTMENTS INC.
CRD 156752File 801-72494
APPROVED
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 25 | 27 | increased by2 |
| Apr 1, 2026 | AUM | $11,417,725,061 | $14,736,159,117 | increased by$3,318,434,056 |
| Apr 1, 2026 | Accounts | 25 | 27 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 17 | 25 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,876,600,493 | $11,417,725,061 | increased by$6,541,124,568 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 17 | 25 | increased by8 |
| Apr 1, 2022 | AUM | $2,880,634,291 | $4,876,600,493 | increased by$1,995,966,202 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CI GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CI GLOBAL” may also match similarly-named firms). Confirm identity against each filing.
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.