CGI Investment Management LLC - Assets, Funds, Holdings
CGI Investment Management LLC
CRD # 312879 SEC # 801-121201 CIK # 0001061574 AUM
Employees
14 (57% Investors, 0% Brokers)
Fees Minimum
Phone 786-581-4800 Address 550 Biltmore Way Source
[IAPD]
[EDGAR]
[Website] [LinkedIn] [Instagram]
Total AUM ($M)
1000 800 600 400 200 0 2009 2014 2019 2025
AUM Breakdown
Accounts
AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)
(b) Individuals (high net worth individuals)
(c) Banking or thrift institutions
(d) Investment companies
(e) Business development companies
(f) Pooled investment vehicles
(g) Pension and profit sharing plans
(h) Charitable organizations
(i) State or municipal government entities
(j) Other investment advisers
(k) Insurance companies
(l) Sovereign wealth funds and foreign official institutions
(m) Corporations or other businesses not listed above
(n) Other
Total
By Discretionary
Discretionary
Non-Discretionary
Total
By Non-United States Persons
Non-United States Persons
United States Persons
Total
Form D Directors
Role
# Filings
# Firms
2011 - 2026
Raoul Thomas Executive Officer
7
2
Firm Profile (Form ADV) Discretionary AUM $0.3B Serves Institutional Fund Types Real Estate
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