CIBC Private Wealth Advisors Inc

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Assets, Funds, Holdings

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CIBC Private Wealth Advisors Inc
CRD #109644
SEC #801-57986
CIK #0001179157
AUM $57.3 BB (2024-07-08)
Employees 539 (38% Investors, 12% Brokers)
Phone312-368-7700
Address181 West Madison Street
Chicago, IL 60602
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($BB)
806448321602001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
MSFT 1,918.2 19.9
NVDA 399.6 16.1
AAPL 2,382.8 15.5
AMZN 1,093.0 11.9
GOOGL 1,475.1 9.7
META 434.9 8.8
AVGO 201.3 6.4
GOOG 1,482.6 4.2
V 419.3 3.7
LLY 301.8 3.7
View All
Holdings by Sector ($BB)
60048036024012002013201720212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
PE Atlas Point Capital Growth Fund II LLC [2016-03-16] 10.2 17.8
PE Atlas Point Capital Growth Fund I LLC 2012-02-10 5.6
RE Geneva Real Estate Fund LLC 2012-02-10 0.1
PE Geneva Senior Living Fund LLC 2012-02-10 0.0
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 26,137 23.0
(b) Individuals (high net worth individuals) 1,048 13.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 6 3.7
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 652 0.8
(h) Charitable organizations 945 1.8
(i) State or municipal government entities 16 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 640 13.8
(n) Other 1 0.1
Total 29,445 57.3
By Discretionary
Discretionary 29,241 55.4
Non-Discretionary 204 1.9
Total 29,445 57.3
By Non-United States Persons
Non-United States Persons 9.6
United States Persons 47.7
Total 29,445 57.3
Form D Directors # Filings # Firms 2011 - 2024
Robert Bridges 2
Thomas Bridges 1
Amit Dhawan 1
See Clarification Response Below See Clarification Response Below 1
EDGAR Form CIK 2011 - 2024
13F-NT [0001179157]
Comparable Firms State AUM ($BB)
RREEF America LLC
IL 31.8
Franklin Templeton Institutional LLC
NY 24.9
HB Wealth Management LLC
GA 15.2
Washington Capital Management Inc
WA 6.8
WMS Partners LLC
MD 5.7
Becker Capital Management Inc
OR 4.6
Sage Financial Group Inc
PA 3.2
Third Lake Partners LLC
FL 3.2
Cobblestone Capital Advisors LLC
NY 2.6
Cozad Asset Management Inc
IL 1.9
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