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CIBC GLOBAL ASSET MANAGEMENT

TORONTO, ON, Canada · CRD 106508 · IAPD ↗ · cibc.com · 877-363-5620

$162.84BRegulatory AUM
333Advisory reps
478Employees
631Clients
101-250Planning clients
156Private funds
6States
4Disclosures
foreignSegment
ApprovedSEC status

Filing changes

25
February 2026 — CIBC GLOBAL ASSET MANAGEMENT shrank from 362 to 333 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
17
December 2025 — CIBC GLOBAL ASSET MANAGEMENT notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
December 2025 — CIBC ASSET MANAGEMENT INC. is now doing business as CIBC GLOBAL ASSET MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
25
February 2025 — CIBC ASSET MANAGEMENT INC.'s Item 11 disclosure-reporting entries rose by 3 (12 -> 15).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
25
February 2025 — CIBC ASSET MANAGEMENT INC. added office(s): 17 -> 18 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
36
February 2025 — CIBC ASSET MANAGEMENT INC. reported RAUM up 31% ($108.43B -> $141.77B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
February 2025 — CIBC ASSET MANAGEMENT INC. grew from 265 to 362 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
25
December 2024 — CIBC ASSET MANAGEMENT INC.'s Item 11 disclosure-reporting entries rose by 4 (8 -> 12).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
25
November 2024 — CIBC ASSET MANAGEMENT INC.'s Item 11 disclosure-reporting entries rose by 4 (4 -> 8).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
25
February 2024 — CIBC ASSET MANAGEMENT INC.'s Item 11 disclosure-reporting entries rose by 1 (3 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
25
February 2024 — CIBC ASSET MANAGEMENT INC. added office(s): 15 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
February 2024 — CIBC ASSET MANAGEMENT INC. grew from 243 to 265 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.