← Tributary

CI GLOBAL INVESTMENTS INC.

OAKLAND, CA · CRD 156752 · IAPD ↗ · 416-364-1145

$14.74BRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
2States
1Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

55
April 2026 — CI GLOBAL INVESTMENTS INC. reported RAUM up 29% ($11.42B -> $14.74B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2024 — CI GLOBAL INVESTMENTS INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2024 — CI GLOBAL INVESTMENTS INC. reported RAUM up 191% ($3.74B -> $10.89B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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