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CGI INVESTMENT MANAGEMENT LLC

CORAL GABLES, FL · CRD 312879 · IAPD ↗ · 786-581-4800

$950.6MRegulatory AUM
8Advisory reps
14Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
December 2024 — CGI INVESTMENT MANAGEMENT LLC (CORAL GABLES, FL) left the SEC roster (was $950.6M RAUM, 8 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
33
April 2024 — CGI INVESTMENT MANAGEMENT LLC moved its main office from MIAMI, FL to CORAL GABLES, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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