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| Christian Brothers Investment Services Inc
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|---|---|
| CRD # | 104604 |
| SEC # | 801-16639 |
| CIK # | |
| AUM | 11.94 B (2026-03-26) |
| Employees | 38 (8% Investors, 26% Brokers) |
| Phone | 312-803-6440 |
| Address | 125 South Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | CBIS Global Funds PLC World Equity Fund USD | [2018-04-19] | 13.7 M | 497.2 M |
| Filed 2011-06-29 (D) · Exemption 506 · Minimum $71,305 · Remaining Indefinite · Duration More than one year · Net Assets $1 - $5,000,000 | ||||
| Other | CBIS Global Funds World Equity Fund | [2015-03-30] | 13.7 M | 48.2 M |
| Filed 2011-06-29 (D) · Exemption 506 · Minimum $71,305 · Remaining Indefinite · Duration More than one year · Net Assets $1 - $5,000,000 | ||||
| Other | CBIS Global Funds European Equity Fund | [2013-03-28] | 13.7 M | 118.3 M |
| Filed 2011-06-29 (D) · Exemption 506 · Minimum $71,305 · Remaining Indefinite · Duration More than one year · Net Assets $1 - $5,000,000 | ||||
| Other | CBIS Global Funds European Short-Term Government Bond Fund | [2013-03-28] | 13.7 M | 60.9 M |
| Filed 2011-06-29 (D) · Exemption 506 · Minimum $71,305 · Remaining Indefinite · Duration More than one year · Net Assets $1 - $5,000,000 | ||||
| Other | CBIS Global Funds Global Equity Fund | [2013-03-28] | 13.7 M | 61.5 M |
| Filed 2011-06-29 (D) · Exemption 506 · Minimum $71,305 · Remaining Indefinite · Duration More than one year · Net Assets $1 - $5,000,000 | ||||
| Other | CBIS Global Funds World Bond Fund | [2013-03-28] | 13.7 M | 330.0 M |
| Filed 2011-06-29 (D) · Exemption 506 · Minimum $71,305 · Remaining Indefinite · Duration More than one year · Net Assets $1 - $5,000,000 | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 11.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 11.9 |
| By Discretionary | ||
| Discretionary | 1 | 11.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 11.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.9 | |
| Total | 1 | 11.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Eimear Cowhey | Director | 21 | 7 | |
| Denise Kinsella | Director | 13 | 4 | |
| David Skelding | Director | 1 | 1 | |
| The Christian Brothers Investment Services | Promoter | 1 | 1 | |
| Micahel O'Hern | Director | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $4.0B |
| Serves | Institutional |
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