Private fund adviser · Oakland, CA
CI Global Investments Inc.
SEC-registered investment adviser · CRD 156752 · SEC 801-72494
At a glance
CI Global Investments Inc. is an SEC-registered investment adviser based in Oakland, California, with $14.7 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 459th of 4,686 private fund advisers and 1,050th of 17,210 SEC-registered advisers by assets.
Main office 416-364-1145As filed on Form ADV
- Regulatory AUM
- $15B
- Rank among private fund advisers
- #459 of 4,686
- Rank among all SEC RIAs
- #1,050 of 17,210
- Rank in California
- #109 of 1,873
- Clients
- 27
- Accounts
- 27
- Discretionary
- 100% of AUM
- Employees
- 2
- Advisory staff
- 2
- Offices
- 2
Owners and executives on its Form ADV
- William A. ChinkiwskyChief Compliance Officer
- Amit MuniExecutive Vice-President
- Elsa LiDirector, Senior Vice President and General Counsel
- Yvette ZhangDirector and Chief Financial Officer
- Marc-Andre LewisDirector
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: CI Investments Inc..
- CI Investments Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 26 | $15B | 100% |
| Charitable organizations | 1 | $22M | <1% |
Disciplinary disclosures
CI Global Investments Inc. answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- Other
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on CI Global Investments Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 820 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does CI Global Investments Inc. manage?
CI Global Investments Inc. reports $14.7 billion in regulatory assets under management across 27 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is CI Global Investments Inc.?
CI Global Investments Inc. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are CI Global Investments Inc.’s clients?
By assets, its largest client types are pooled investment vehicles ($14.7 billion, 26 clients); charitable organizations ($22 million, 1 clients).
Does CI Global Investments Inc. have any disciplinary history?
CI Global Investments Inc. answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is CI Global Investments Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →