CI Global Investments Inc

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CI Global Investments Inc
CRD #156752
SEC #801-72494
CIK #0001523847
AUM 14.7 B (2026-03-31)
Employees 2 (100% Investors, 0% Brokers)
Phone416-364-1145
Address1111 Broadway
Oakland, CA 94607
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
151296302010201520212027
Sector Form 13F Holdings Value ($B)
Nvidia Corp 1.3
Amazon Com Inc 0.9
Microsoft Corp 0.8
Alphabet Inc 0.7
Apple Inc 0.6
Broadcom Inc 0.5
Facebook Inc 0.5
Mastercard Inc 0.4
Lilly Eli & Co 0.3
Alphabet Inc 0.3
View All
Holdings by Sector ($B)
30241812602011201620212027
AUM Breakdown Accounts AUM ($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 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 26 14.7
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 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 27 14.7
By Discretionary
Discretionary 27 14.7
Non-Discretionary 0 0.0
Total 27 14.7
By Non-United States Persons
Non-United States Persons 14.7
United States Persons 0.0
Total 27 14.7
EDGAR Form CIK 2011 - 2026
13F-HR [0001523847]
13F-NT [0001523847]
SC 13G [0001523847]
Form 13D/13G Filer Form 13D/13G Subject Filed
CI Global Investments Inc Hess Midstream LP [2021-11-05]
CI Global Investments Inc Athene Holding Ltd [2017-01-06]
CI Global Investments Inc Athene Holding Ltd [2017-01-06]
CI Global Investments Inc Extended Stay America Inc [2016-10-07]
CI Global Investments Inc Texas Capital Bancshares Inc/TX [2016-03-04]
CI Global Investments Inc AVIS Budget Group Inc [2016-01-22]
CI Global Investments Inc Teledyne Technologies Inc [2016-01-22]
CI Global Investments Inc Arcbest Corp /DE/ [2015-02-12]
CI Global Investments Inc Famous Daves of America Inc [2014-11-10]
CI Global Investments Inc Energy Focus Inc/DE [2014-08-26]
CI Global Investments Inc Matrix Service Co [2013-01-22]
CI Global Holdings Inc EDAC Technologies Corp [2012-05-09]
Firm Profile (Form ADV)
Discretionary AUM$3.1B
ServesInstitutional
Comparable Firms State AUM
Allianz Global Investors Asia Pacific Limited
15.5 B
Nationwide Asset Management LLC
OH 15.2 B
Principal Asset Management Company Asia Limited
14.4 B
Ausbil Investment Management Limited
14.4 B
M&G Investments USA Inc
IL 14.3 B
Federated Equity Management Company of Pennsylvania
PA 14.3 B
Amova Asset Management Asia Limited
14.2 B
Oaktree Fund Advisors LLC
CA 14.1 B
Franklin Advisory Services LLC
FL 14.1 B
Capacuity LLC
FL 13.9 B
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