Ci Global Investments: AUM & Ownership

Clients

Ci Global Investments serves 27 clients, 26 of them pooled investment vehicles. The average client has about $546 million with the firm.

Regulatory assets by client type

Pooled investment vehicles26 clients100%
Charitable organizations1 clients0%

Show client breakdown

Client type	Clients	Regulatory AUM	Share	Avg. per client
Pooled investment vehicles	26	$14,714,161,595	99.9%	$565.9M
Charitable organizations	1	$21,997,522	0.1%	$22.0M
Total	27	$14,736,159,117	100%	$545.8M

Pooled investment vehicles

Clients: 26
Regulatory AUM: $14,714,161,595
Share: 99.9%
Avg. per client: $565.9M

Charitable organizations

Clients: 1
Regulatory AUM: $21,997,522
Share: 0.1%
Avg. per client: $22.0M

Total

Clients: 27
Regulatory AUM: $14,736,159,117
Share: 100%
Avg. per client: $545.8M

What it does

Ci Global Investments provides portfolio management for pooled vehicles. It is paid through other arrangements.

Ci Global Investments advises no private funds.

100.0% of assets ($14.74B across 27 accounts) are managed with discretion. 100% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end

Stocks61%
Funds38%
Cash1%

Custodians

Ci Global Investments’ client accounts are held mainly at RBC Investor Services Trust, with 0% of managed assets. Ci Global Investments does not have custody of client assets.

Managed account assets by custodian

OtherRBC Investor Services Trust, All other custodians100%

Ownership and leadership

Ci Investments Inc. owns 75% or more of Ci Global Investments.

Who owns the firm

Ci Global Investments Inc.· the adviser

Ci Investments Inc.
Control person · since September 1999
Owns 75% or more of Ci Global Investments Inc.
- Ci Financial Corp.
  Control person · since September 1999
  Owns 75% or more of Ci Investments Inc.
  - MC Cif Wealth Management (uk) LTD
    Control person · since August 2025
    Owns 75% or more of Ci Financial Corp.
    - MC Accelerate Holdings LP
      Control person · since August 2025
      Owns 75% or more of MC Cif Wealth Management (uk) LTD
      - MC Accelerate Co-Invest LP
        Control person · since August 2025
        Owns 75% or more of MC Accelerate Holdings LP

Leadership

Elsa Li
Director, Senior Vice President and General Counsel
Amit Muni
Executive Vice-President
Yvette Zhang
Director and Chief Financial Officer
William Chinkiwsky
Chief Compliance Officer
Marc-Andre Lewis
Director

Staff

2 employees
2 in advisory functions

Fees

Ci Global Investments is paid through other.

Ci Global Investments’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Ci Global Investments has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.

Listed office addresses by state

California · 1 listed address

1111 Broadway, Suite 300, OaklandHQ

Registration details

Legal name: Ci Global Investments Inc.
Headquarters: 1111 Broadway, Suite 300, Oakland, CA 94607
Phone: 416-364-1145
Website: Not reported
SEC file: 801-72494
Structure: Delaware 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 Ci Global Investments have?

Ci Global Investments has 27 clients and manages $14.7 billion for them, as of March 2026. They include 26 pooled investment vehicles and 1 charitable organizations.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026

What services does Ci Global Investments offer?

Ci Global Investments provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Ci Global Investments use?

Ci Global Investments’ separately managed account assets are held at RBC Investor Services Trust (Toronto), with $21,997,522. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026

How many financial advisors does Ci Global Investments have?

Ci Global Investments has 0 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Ci Global Investments invest in?

At the end of its last fiscal year, Ci Global Investments’ separately managed accounts held 61% exchange-traded equities, 38% pooled vehicles (private funds and similar) and 1% cash and equivalents. It advises no private funds of its own.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Ci Global Investments?

Ci Global Investments is owned through a chain of holding companies by Government of Abu Dhabi. Its direct owner is Ci Investments Inc. (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026

How does Ci Global Investments get paid?

Ci Global Investments is paid through other arrangements. 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