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Director and Chief Financial Officer · CI Global Investments Inc.

Yvette Zhang

CRD 7667605 · Named on Form ADV at one SEC-registered adviser

At a glance

CI Global Investments Inc., an SEC-registered private fund adviser based in Oakland, CA with $14.7 billion in regulatory assets, lists Yvette Zhang on its Form ADV as Director and Chief Financial Officer.

Firms and roles

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Yvette’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • William A. ChinkiwskyChief Compliance Officer, CI Global Investments Inc.
  • Amit MuniExecutive Vice-President, CI Global Investments Inc.
  • Elsa LiDirector, Senior Vice President and General Counsel, CI Global Investments Inc.
  • Marc-Andre LewisDirector, CI Global Investments Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Yvette’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.