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| CIBC Private Wealth Advisors Inc
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|---|---|
| CRD # | 109644 |
| SEC # | 801-57986 |
| CIK # | 0001179157 |
| AUM | $57.3 BB (2024-07-08) |
| Employees | 539 (38% Investors, 12% Brokers) |
| Phone | 312-368-7700 |
| Address | 181 West Madison Street Chicago, IL 60602 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001179157 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Microsoft Corp | 1,918.2 | 19.9 | |
| Nvidia Corp | 399.6 | 16.1 | |
| Apple Inc | 2,382.8 | 15.5 | |
| Amazon Com Inc | 1,093.0 | 11.9 | |
| Alphabet Inc | 1,475.1 | 9.7 | |
| Facebook Inc | 434.9 | 8.8 | |
| Broadcom Inc | 201.3 | 6.4 | |
| Alphabet Inc | 1,482.6 | 4.2 | |
| VISA Inc | 419.3 | 3.7 | |
| Lilly Eli & Co | 301.8 | 3.7 | |
| UnitedHealth Group Inc | 477.0 | 3.4 | |
| J P Morgan Chase & Co | 340.2 | 3.3 | |
| Exxon Mobil Corp | 385.5 | 2.9 | |
| Adobe Systems Inc | 172.8 | 2.8 | |
| Netflix Inc | 79.8 | 2.8 | |
| Costco Wholesale Corp /NEW | 207.6 | 2.7 | |
| Analog Devices Inc | 77.2 | 2.7 | |
| Johnson & Johnson | 465.6 | 2.5 | |
| Chevron Corp | 294.6 | 2.5 | |
| Old Dominion Freight Line Inc/VA | 28.4 | 2.4 | |
| Mastercard Inc | 309.6 | 2.3 | |
| Qualcomm Inc/DE | 147.4 | 2.3 | |
| Advanced Micro Devices Inc | 131.5 | 2.3 | |
| Cisco Systems Inc | 178.3 | 2.3 | |
| Wells Fargo & Co/MN | 152.3 | 2.3 | |
| Intuit Inc | 109.0 | 2.3 | |
| Tesla Motors Inc | 723.4 | 2.2 | |
| PepsiCo Inc | 226.8 | 2.1 | |
| Philip Morris International Inc | 158.8 | 2.1 | |
| Merck & Co Inc | 232.4 | 2.1 | |
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| 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
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|
IL | 31.8 |
|
Franklin Templeton Institutional LLC
✚
|
NY | 24.9 |
|
HB Wealth Management LLC
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|
GA | 15.2 |
|
Washington Capital Management Inc
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|
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
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|
IL | 1.9 |