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⚲
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| Christian Brothers Investment Services Inc
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| |
|---|---|
| CRD # | 104604 |
| SEC # | 801-16639 |
| CIK # | |
| AUM | $10.7 BB (2024-03-22) |
| Employees | 34 (12% Investors, 29% Brokers) |
| Phone | 312-803-6440 |
| Address | 125 South Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | CBIS Global Funds PLC World Equity Fund USD | [2018-04-19] | 13.7 | 497.2 |
| Other | CBIS Global Funds World Equity Fund | [2015-03-30] | 13.7 | 48.2 |
| Other | CBIS Global Funds European Equity Fund | [2013-03-28] | 13.7 | 118.3 |
| Other | CBIS Global Funds European Short-Term Government Bond Fund | [2013-03-28] | 13.7 | 60.9 |
| Other | CBIS Global Funds Global Equity Fund | [2013-03-28] | 13.7 | 61.5 |
| Other | CBIS Global Funds World Bond Fund | [2013-03-28] | 13.7 | 330.0 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 9.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 1.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13 | 10.7 |
| By Discretionary | ||
| Discretionary | 13 | 10.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 10.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 9.9 | |
| Total | 13 | 10.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Eimear Cowhey | 21 | ||
| Denise Kinsella | 13 | ||
| The Christian Brothers Investment Services | 1 | ||
| Micahel Ohern | 1 | ||
| David Skelding | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Symmetry Investments US LLC
✚
|
NY | 10.9 |
|
Ausbil Investment Management Limited
✚
|
10.9 | |
|
Devenir Investment Advisors LLC
✚
|
MN | 10.9 |
|
CI Global Investments Inc
✚
|
CA | 10.9 |
|
Bosera Asset Management International Co Limited
✚
|
10.8 | |
|
Pugh Capital Management Inc
✚
|
WA | 10.8 |
|
Sapphire Ventures LLC
✚
|
TX | 10.8 |
|
Mirova US LLC
✚
|
MA | 10.7 |
|
Nikko Asset Management Asia Limited
✚
|
10.5 | |
|
Prime Buchholz LLC
✚
|
NH | 10.4 |