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| CIBC Private Wealth Advisors Inc
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| CRD # | 109644 |
| SEC # | 801-57986 |
| CIK # | 0001179157 |
| AUM | $51.1 BB (2023-03-29) |
| Employees | 455 (45% Investors, 15% Brokers) |
| Phone | 312-368-7700 |
| Address | 181 West Madison Street Chicago, IL 60602 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 10.8 | |
| AAPL | 2,382.8 | 10.0 | |
| AMZN | 1,093.0 | 5.7 | |
| GOOGL | 1,475.1 | 5.5 | |
| NVDA | 399.6 | 3.6 | |
| XOM | 385.5 | 2.9 | |
| V | 419.3 | 2.9 | |
| YUMC | 20.2 | 2.5 | |
| CVX | 294.6 | 2.5 | |
| UNH | 477.0 | 2.4 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($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) | 31,765 | 23.7 |
| (b) Individuals (high net worth individuals) | 672 | 8.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 6 | 3.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 862 | 0.9 |
| (h) Charitable organizations | 1,159 | 1.6 |
| (i) State or municipal government entities | 18 | 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 | 1,068 | 12.7 |
| (n) Other | 5 | 0.1 |
| Total | 35,555 | 51.1 |
| By Discretionary | ||
| Discretionary | 34,980 | 47.9 |
| Non-Discretionary | 575 | 3.2 |
| Total | 35,555 | 51.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 51.1 | |
| Total | 35,555 | 51.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Robert Bridges | 2 | ||
| Thomas Bridges | 1 | ||
| Amit Dhawan | 1 | ||
| See Clarification Response Below See Clarification Response Below | 1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-NT | [0001179157] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
RREEF America LLC
✚
|
IL | 46.5 |
|
HB Wealth Management LLC
✚
|
GA | 12.5 |
|
Washington Capital Management Inc
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|
WA | 6.7 |
|
WMS Partners LLC
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|
MD | 5.2 |
|
Becker Capital Management Inc
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|
OR | 3.9 |
|
Sage Financial Group Inc
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|
PA | 2.7 |
|
Cynosure Management LLC
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|
UT | 2.5 |
|
Cobblestone Capital Advisors LLC
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|
NY | 2.3 |
|
Venturi Wealth Management LLC
✚
|
TX | 2.0 |
|
Cozad Asset Management Inc
✚
|
IL | 1.6 |