Clients
Christian Brothers Investment Services serves 1 clients. The average client has about $11.9 billion with the firm.
- Investment companies1 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 1 | $11,939,916,933 | 100.0% | $11.94B |
| Total | 1 | $11,939,916,933 | 100% | $11.94B |
- Clients
- 1
- Regulatory AUM
- $11,939,916,933
- Share
- 100.0%
- Avg. per client
- $11.94B
Total
- Clients
- 1
- Regulatory AUM
- $11,939,916,933
- Share
- 100%
- Avg. per client
- $11.94B
What it does
Christian Brothers Investment Services provides portfolio management for investment companies. It is paid through a percentage of assets.
Christian Brothers Investment Services provided financial planning to 0 clients last fiscal year and advises no private funds.
100.0% of assets ($11.94B across 1 account) are managed with discretion. 5% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Christian Brothers Investment Services does not have custody of client assets.
- All other custodians$11.94B100%
Ownership and leadership
Jeffrey McCroy is CEO of Christian Brothers Investment Services.
- Owns 10% to 25% of Christian Brothers Investment Services, Inc.
De Lasalle Institute
Control person · since September 1988
- Owns 10% to 25% of Christian Brothers Investment Services, Inc.
Christian Brothers of the Midwest District
Control person · since July 1995
- Owns 10% to 25% of Christian Brothers Investment Services, Inc.
Freres Des Ecoles Chretiennes
Control person · since February 2008
- Owns 10% to 25% of Christian Brothers Investment Services, Inc.
FSC Dena Trust
Control person · since January 2010
Francis Byrne
Trustee · Control person · since August 2009
James Martino
Trustee · Control person · since March 2024
James Butler
Trustee · Control person · since August 2009
Leadership
- Jeffrey McCroyPresident & Chief Executive Officer
- Carolyn ShieldsChief Financial Officer
- Christine NovotnyChief Operating Officer
- Matthew GiggeyChief Compliance Officer
- Thomas DigenanChief Investment Officer
- Pamela GleesonDirector
- Roberto HerenciaDirector
- Sergio LealDirector
- Edward MooneyDirector
- William RybakDirector
Staff
- 38 employees
- 3 in advisory functions
- 9 state-registered reps
- 10 broker-dealer reps
Fees
Christian Brothers Investment Services is paid through a percentage of assets under management.
Christian Brothers Investment Services’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Christian Brothers Investment Services has 1 office, with 1 listed address in 1 state.
Illinois · 1 listed address
- 125 South Wacker Drive, Suite 2400, ChicagoHQ
Registration details
- Legal name
- Christian Brothers Investment Services, Inc.
- Headquarters
- 125 South Wacker Drive, Suite 2400, Chicago, IL 60606
- Phone
- 312-803-6440
- Website
- Not reported
- SEC file
- 801-16639
- Structure
- Illinois corporation
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Christian Brothers Investment Services have?
Christian Brothers Investment Services has 1 clients and manages $11.9 billion for them, as of March 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Christian Brothers Investment Services offer?
Christian Brothers Investment Services provides portfolio management for investment companies.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Christian Brothers Investment Services have?
Christian Brothers Investment Services has 9 investment adviser representatives registered with state securities authorities, out of 38 employees, and 3 perform investment advisory functions. 10 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Christian Brothers Investment Services?
Christian Brothers Investment Services’ direct owners are De Lasalle Institute, Christian Brothers of the Midwest District, Freres Des Ecoles Chretiennes and FSC Dena Trust, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Christian Brothers Investment Services get paid?
Christian Brothers Investment Services is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file