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| CIBC Private Wealth Advisors Inc
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| CRD # | 109644 |
| SEC # | 801-57986 |
| CIK # | 0001179157 |
| AUM | 67.84 B (2026-06-22) |
| Employees | 610 (36% Investors, 10% 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) | |
|---|---|---|---|
| Nvidia Corp | 61.1 | ||
| Apple Inc | 50.3 | ||
| Microsoft Corp | 39.8 | ||
| Amazon Com Inc | 31.3 | ||
| Alphabet Inc | 28.2 | ||
| Facebook Inc | 23.0 | ||
| Broadcom Inc | 22.7 | ||
| Tesla Motors Inc | 20.8 | ||
| Alphabet Inc | 19.5 | ||
| Wal Mart Stores Inc | 18.4 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Atlas Point Capital Growth Fund II LLC | [2016-03-16] | 10.2 M | 17.8 M |
| Offered $30,000,000 · Filed 2015-05-06 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $200,000 · Remaining $19,825,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Atlas Point Capital Growth Fund I LLC | 2012-02-10 | 5.6 M | |
| RE | Geneva Real Estate Fund LLC | 2012-02-10 | 0.1 M | |
| PE | Geneva Senior Living Fund LLC | 2012-02-10 | ||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,063 | 9.7 |
| (b) Individuals (high net worth individuals) | 2,020 | 34.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 6 | 2.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 309 | 1.0 |
| (h) Charitable organizations | 402 | 1.9 |
| (i) State or municipal government entities | 8 | 0.4 |
| (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 | 427 | 17.9 |
| (n) Other | 1 | 0.2 |
| Total | 29,019 | 67.8 |
| By Discretionary | ||
| Discretionary | 28,718 | 64.4 |
| Non-Discretionary | 301 | 3.4 |
| Total | 29,019 | 67.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 12.6 | |
| United States Persons | 55.3 | |
| Total | 29,019 | 67.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Robert Bridges | Executive Officer | 2 | 2 | |
| Amit Dhawan | Executive Officer | 1 | 1 | |
| See Clarification Response Below See Clarification Response Below | Promoter | 1 | 1 | |
| Thomas Bridges | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001179157] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $7.6B |
| Clients | 2,160 (1 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Private Equity, Real Estate |
| Comparable Firms | State | AUM |
|---|---|---|
|
RREEF America LLC
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|
IL | 34.34 B |
|
HB Wealth Management LLC
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|
GA | 30.16 B |
|
Franklin Templeton Institutional LLC
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NY | 29.59 B |
|
Washington Capital Management Inc
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|
Third Lake Partners LLC
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FL | 5,970.1 M |
|
Becker Capital Management Inc
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Sage Financial Group Inc
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|
1900 Wealth Management LLC
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TX | 3,071.0 M |
|
Cobblestone Capital Advisors LLC
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NY | 2,933.9 M |
|
Legacy Knight MFO LLC
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|
TX | 2,846.4 M |