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| CIBC Private Wealth Advisors Inc
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| CRD # | 109644 |
| SEC # | 801-57986 |
| CIK # | 0001179157 |
| AUM | $61.1 B (2025-06-23) |
| Employees | 570 (37% Investors, 11% Brokers) |
| Phone | 312-368-7700 |
| Address | 181 West Madison Street Chicago, IL 60602 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 25.0 | ||
| Nvidia Corp | 23.8 | ||
| Apple Inc | 16.8 | ||
| Amazon Com Inc | 15.7 | ||
| Facebook Inc | 13.4 | ||
| Broadcom Inc | 11.1 | ||
| Alphabet Inc | 9.0 | ||
| Netflix Inc | 6.1 | ||
| J P Morgan Chase & Co | 5.1 | ||
| Tesla Motors Inc | 5.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Atlas Point Capital Growth Fund II LLC | [2016-03-16] | 10.2 | 17.8 |
| PE | Atlas Point Capital Growth Fund I LLC | 2012-02-10 | 5.6 | |
| RE | Geneva Real Estate Fund LLC | 2012-02-10 | 0.1 | |
| PE | Geneva Senior Living Fund LLC | 2012-02-10 | 0.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,844 | 11.1 |
| (b) Individuals (high net worth individuals) | 2,156 | 30.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 1.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 333 | 0.9 |
| (h) Charitable organizations | 284 | 1.8 |
| (i) State or municipal government entities | 8 | 0.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 415 | 15.2 |
| (n) Other | 1 | 0.1 |
| Total | 28,865 | 61.1 |
| By Discretionary | ||
| Discretionary | 27,089 | 57.6 |
| Non-Discretionary | 1,776 | 3.5 |
| Total | 28,865 | 61.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.3 | |
| United States Persons | 50.9 | |
| Total | 28,865 | 61.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Robert Bridges | 2 | ||
| Amit Dhawan | 1 | ||
| See Clarification Response Below See Clarification Response Below | 1 | ||
| Thomas Bridges | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001179157] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RREEF America LLC
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IL | 29.5 |
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Franklin Templeton Institutional LLC
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NY | 28.9 |
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HB Wealth Management LLC
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GA | 25.9 |
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Washington Capital Management Inc
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WA | 7.1 |
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Fifth Third Wealth Advisors LLC
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OH | 6.1 |
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Becker Capital Management Inc
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OR | 5.0 |
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Sage Financial Group Inc
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PA | 3.6 |
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Third Lake Partners LLC
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FL | 3.4 |
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Cobblestone Capital Advisors LLC
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NY | 2.9 |
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1900 Wealth Management LLC
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TX | 2.3 |