RIA Intelligence

CI GLOBAL ADVISORS LLP

CRD #110321 SEC #801-57132 NEW YORK, NY 212-703-3100
SEC Registered
Total AUM
$5.4B
Discretionary
$5.4B
Employees
--
Clients
--
Accounts
14

Firm Details

Organization Type
Limited Liability Partnership
State of Formation
--
Fiscal Year End
MAY
Registration Date
--
Latest Filing
Oct 2, 2001
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ANDERSON, PETER, WILLIAMIMANAGERNA Control
BORSOOK, IANIMANAGER, VICE PRESIDENTNA Control
GORDON, ANDREW, DOUGLASIVICE PRESIDENT, CHIEF OPERATING OFFICERNA Control
HOLLAND, WILLIAM, THOMASIMANAGERNA Control
MACPHAIL, STEPHEN, ALEXANDERIMANAGERNA Control
MYKLUSCH, JOHN, FRANCISIVICE PRESIDENT, CHIEF FINANCIAL OFFICERNA Control
STERLING, WILLIAM, PAULIMANAGER, PRESIDENT, CHIEF INVESTMENT OFFICERNA Control
WAITE, STEPHEN, REEDIMANAGER, VICE PRESIDENTNA Control
CI GLOBAL HOLDINGS INC.DEPARTNERD Control
TRILOGY ADVISORS, LLCDEPARTNERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ANDERSON, PETER, WILLIAMITRILOGY ADVISORS, LLCF Control
BORSOOK, IANITRILOGY ADVISORS, LLCF Control
HOLLAND, WILLIAM, THOMASITRILOGY ADVISORS, LLCF Control
MACPHAIL, STEPHEN, ALEXANDERITRILOGY ADVISORS, LLCF Control
STERLING, WILLIAM, PAULITRILOGY ADVISORS, LLCF Control
WAITE, STEPHEN, REEDITRILOGY ADVISORS, LLCF Control
C.I. FUND MANAGEMENT INC.FECI MUTUAL FUNDS INC.E Control
CI MUTUAL FUNDS INC.FECI GLOBAL HOLDINGS INC.E Control
CI GLOBAL HOLDINGS INC.DETRILOGY ADVISORS, LLCC Control

Registrations

Federal

IA
Oct 2, 2001 REGISTERED

Address

1114 AVENUE OF THE AMERICAS, 28TH FLOOR
NEW YORK, NY 10036-7701
USA
Phone: 212-703-3100