CI GLOBAL INVESTMENTS INC.
CRD #156752 SEC #801-72494 OAKLAND, CA 416-364-1145
SEC Registered
Total AUM
$11.4B
Discretionary
$11.4B
Employees
2
Clients
--
Accounts
25
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 11, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOETTICHER, CHRIS, VON | I | GENERAL COUNSEL | NA | Control |
| CHINKIWSKY, WILLIAM, ALBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHINKIWSKY, WILLIAM, ALBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHINKIWSKY, WILLIAM, ALBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHINKIWSKY, WILLIAM, ALBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHINKIWSKY, WILLIAM, ALBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHINKIWSKY, WILLIAM, ALBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHINKIWSKY, WILLIAM, ALBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHINKIWSKY, WILLIAM, ALBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHINKIWSKY, WILLIAM, ALBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILLIES, JANET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILLIES, JANET, CHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILLIES, JANET, CHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILLIES, JANET, CHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILLIES, JANET, CHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILLIES, JANET, CHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILLIES, JANET, CHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILLIES, JANET, CHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILLIES, JANET, CHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILLIES, JANET, CHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREEN, DEREK, J | I | PRESIDENT | NA | Control |
| GREEN, DEREK, JEFFREY | I | PRESIDENT | NA | Control |
| GREEN, DEREK, JEFFREY | I | PRESIDENT | NA | Control |
| GREEN, DEREK, JEFFREY | I | PRESIDENT | NA | Control |
| GREEN, DEREK, JEFFREY | I | PRESIDENT | NA | Control |
| GREEN, DEREK, JEFFREY | I | PRESIDENT | NA | Control |
| GREEN, DEREK, JEFFREY | I | PRESIDENT | NA | Control |
| GREEN, DEREK, JEFFREY | I | PRESIDENT | NA | Control |
| GREEN, DEREK, JEFFREY | I | PRESIDENT | NA | Control |
| GREEN, DEREK, JEFFREY | I | PRESIDENT | NA | Control |
| GREEN, DEREK, JEFFREY | I | PRESIDENT | NA | Control |
| GREEN, DEREK, JEFFREY | I | PRESIDENT | NA | Control |
| JAMIESON, DOUGLAS, J | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JAMIESON, DOUGLAS, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JAMIESON, DOUGLAS, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JAMIESON, DOUGLAS, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JAMIESON, DOUGLAS, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JAMIESON, DOUGLAS, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JAMIESON, DOUGLAS, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JAMIESON, DOUGLAS, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JAMIESON, DOUGLAS, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JAMIESON, DOUGLAS, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JAMIESON, DOUGLAS, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JAMIESON, DOUGLAS, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JAMIESON, DOUGLAS, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JAMIESON, DOUGLAS, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JAMIESON, DOUGLAS, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JAMIESON, DOUGLAS, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JAMIESON, DOUGLAS, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JAMIESON, DOUGLAS, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JAMIESON, DOUGLAS, JOHN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KELTERBORN, EDWARD | I | GENERAL COUNSEL | NA | Control |
| KELTERBORN, EDWARD | I | GENERAL COUNSEL | NA | Control |
| KELTERBORN, EDWARD | I | GENERAL COUNSEL | NA | Control |
| KELTERBORN, EDWARD | I | GENERAL COUNSEL | NA | Control |
| KELTERBORN, EDWARD | I | GENERAL COUNSEL | NA | Control |
| KELTERBORN, EDWARD | I | GENERAL COUNSEL | NA | Control |
| KELTERBORN, EDWARD | I | GENERAL COUNSEL | NA | Control |
| KELTERBORN, EDWARD, DOUGLAS | I | DIRECTOR AND GENERAL COUNSEL | NA | Control |
| KELTERBORN, EDWARD, DOUGLAS | I | DIRECTOR AND GENERAL COUNSEL | NA | Control |
| LIAO, PHONG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIAO, PHONG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIAO, PHONG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Lewis, Marc-Andre | I | DIRECTOR | NA | Control |
| Lewis, Marc-André | I | DIRECTOR | NA | Control |
| Li, Elsa | I | DIRECTOR, SENIOR VICE PRESIDENT AND GENERAL COUNSEL | NA | Control |
| Li, Elsa | I | DIRECTOR, SENIOR VICE PRESIDENT AND GENERAL COUNSEL | NA | Control |
| Li, Elsa | I | DIRECTOR, SENIOR VICE PRESIDENT AND GENERAL COUNSEL | NA | Control |
| Li, Elsa | I | DIRECTOR, SENIOR VICE PRESIDENT AND GENERAL COUNSEL | NA | Control |
| Li, Elsa | I | DIRECTOR, SENIOR VICE PRESIDENT AND GENERAL COUNSEL | NA | Control |
| MUNI, AMIT | I | DIRECTOR, CHIEF FINANCIAL OFFICER, SENIOR VICE PRESIDENT | NA | Control |
| MUNI, AMIT | I | DIRECTOR, CHIEF FINANCIAL OFFICER, SENIOR VICE PRESIDENT | NA | Control |
| MUNI, AMIT | I | EXECUTIVE VICE-PRESIDENT | NA | Control |
| MUNI, AMIT | I | EXECUTIVE VICE-PRESIDENT | NA | Control |
| MUNI, AMIT | I | EXECUTIVE VICE-PRESIDENT | NA | Control |
| MUNI, AMIT | I | EXECUTIVE VICE-PRESIDENT | NA | Control |
| MUNI, AMIT | I | EXECUTIVE VICE-PRESIDENT | NA | Control |
| PAULI, DAVID, C | I | DIRECTOR | NA | Control |
| PAULI, DAVID, C | I | DIRECTOR | NA | Control |
| PAULI, DAVID, C | I | DIRECTOR | NA | Control |
| PAULI, DAVID, C | I | DIRECTOR | NA | Control |
| PAULI, DAVID, C | I | DIRECTOR | NA | Control |
| PAULI, DAVID, C | I | DIRECTOR | NA | Control |
| PAULI, DAVID, C | I | DIRECTOR | NA | Control |
| PAULI, DAVID, C | I | DIRECTOR | NA | Control |
| PAULI, DAVID, C | I | DIRECTOR | NA | Control |
| PAULI, DAVID, C | I | DIRECTOR | NA | Control |
| PAULI, DAVID, C | I | DIRECTOR | NA | Control |
| PAULI, DAVID, C | I | DIRECTOR | NA | Control |
| PAULI, DAVID, C | I | DIRECTOR | NA | Control |
| PAULI, DAVID, C | I | DIRECTOR | NA | Control |
| PAULI, DAVID, C | I | DIRECTOR | NA | Control |
| PAULI, DAVID, C | I | DIRECTOR | NA | Control |
| PAULI, DAVID, C | I | DIRECTOR | NA | Control |
| RADLO, ALAN | I | SENIOR VICE-PRESIDENT, PORTFOLIO MANAGEMENT | NA | Control |
| RADLO, ALAN, ROBERT | I | SENIOR VICE-PRESIDENT, PORTFOLIO MANAGEMENT | NA | Control |
| RADLO, ALAN, ROBERT | I | SENIOR VICE-PRESIDENT, PORTFOLIO MANAGEMENT | NA | Control |
| RADLO, ALAN, ROBERT | I | SENIOR VICE-PRESIDENT, PORTFOLIO MANAGEMENT | NA | Control |
| RADLO, ALAN, ROBERT | I | SENIOR VICE-PRESIDENT, PORTFOLIO MANAGEMENT | NA | Control |
| RADLO, ALAN, ROBERT | I | SENIOR VICE-PRESIDENT, PORTFOLIO MANAGEMENT | NA | Control |
| RADLO, ALAN, ROBERT | I | SENIOR VICE-PRESIDENT, PORTFOLIO MANAGEMENT | NA | Control |
| RADLO, ALAN, ROBERT | I | SENIOR VICE-PRESIDENT, PORTFOLIO MANAGEMENT | NA | Control |
| RADLO, ALAN, ROBERT | I | SENIOR VICE-PRESIDENT, PORTFOLIO MANAGEMENT | NA | Control |
| RADLO, ALAN, ROBERT | I | SENIOR VICE-PRESIDENT, PORTFOLIO MANAGEMENT | NA | Control |
| RADLO, ALAN, ROBERT | I | SENIOR VICE-PRESIDENT, PORTFOLIO MANAGEMENT | NA | Control |
| RADLO, ALAN, ROBERT | I | SENIOR VICE-PRESIDENT, PORTFOLIO MANAGEMENT | NA | Control |
| RAMSAY, ANNE, FORRESTER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RAMSAY, ANNE, FORRESTER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RAMSAY, ANNE, FORRESTER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Urbanky, Darie | I | DIRECTOR | NA | |
| Urbanky, Darie | I | DIRECTOR | NA | |
| Urbanky, Darie | I | DIRECTOR | NA | |
| Urbanky, Darie | I | DIRECTOR | NA | |
| Urbanky, Darie | I | DIRECTOR | NA | |
| VASHISHT, AJAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VON BOETTICHER, CHRIS, HERBERT JUERGEN | I | GENERAL COUNSEL | NA | Control |
| VON BOETTICHER, CHRIS, HERBERT JUERGEN | I | GENERAL COUNSEL | NA | Control |
| VON BOETTICHER, CHRIS, HERBERT JUERGEN | I | GENERAL COUNSEL | NA | Control |
| VON BOETTICHER, CHRIS, HERBERT JUERGEN | I | GENERAL COUNSEL | NA | Control |
| VON BOETTICHER, CHRIS, HERBERT JUERGEN | I | GENERAL COUNSEL | NA | Control |
| VON BOETTICHER, CHRIS, HERBERT JUERGEN | I | GENERAL COUNSEL | NA | Control |
| VON BOETTICHER, CHRIS, HERBERT JUERGEN | I | GENERAL COUNSEL | NA | Control |
| VON BOETTICHER, CHRIS, HERBERT JUERGEN | I | GENERAL COUNSEL | NA | Control |
| VON BOETTICHER, CHRIS, HERBERT JUERGEN | I | GENERAL COUNSEL | NA | Control |
| VON BOETTICHER, CHRIS, HERBERT JUERGEN | I | GENERAL COUNSEL | NA | Control |
| VON BOETTICHER, CHRIS, HERBERT JUERGEN | I | GENERAL COUNSEL | NA | Control |
| Zhang, Yvette | I | DIRECTOR AND CHIEF FINANCIAL OFFICER | NA | |
| Zhang, Yvette | I | DIRECTOR AND CHIEF FINANCIAL OFFICER | NA | |
| Zhang, Yvette | I | DIRECTOR AND CHIEF FINANCIAL OFFICER | NA | |
| Zhang, Yvette | I | DIRECTOR AND CHIEF FINANCIAL OFFICER | NA | |
| Zhang, Yvette | I | DIRECTOR AND CHIEF FINANCIAL OFFICER | NA | |
| CI INVESTMENTS INC. | FE | SOLE SHAREHOLDER | E | Control |
| CI INVESTMENTS INC. | FE | SOLE SHAREHOLDER | E | Control |
| CI INVESTMENTS INC. | FE | SOLE SHAREHOLDER | E | Control |
| CI INVESTMENTS INC. | FE | SOLE SHAREHOLDER | E | Control |
| CI INVESTMENTS INC. | FE | SOLE SHAREHOLDER | E | Control |
| CI INVESTMENTS INC. | FE | SOLE SHAREHOLDER | E | Control |
| CI INVESTMENTS INC. | FE | SOLE SHAREHOLDER | E | Control |
| CI INVESTMENTS INC. | FE | SOLE SHAREHOLDER | E | Control |
| CI INVESTMENTS INC. | FE | SOLE SHAREHOLDER | E | Control |
| CI INVESTMENTS INC. | FE | SOLE SHAREHOLDER | E | Control |
| CI INVESTMENTS INC. | FE | SOLE SHAREHOLDER | E | Control |
| CI INVESTMENTS INC. | FE | SOLE SHAREHOLDER | E | Control |
| CI INVESTMENTS INC. | FE | SOLE SHAREHOLDER | E | Control |
| CI INVESTMENTS INC. | FE | SOLE SHAREHOLDER | E | Control |
| CI INVESTMENTS INC. | FE | SOLE SHAREHOLDER | E | Control |
| CI INVESTMENTS INC. | FE | SOLE SHAREHOLDER | E | Control |
| CI INVESTMENTS INC. | FE | SOLE SHAREHOLDER | E | Control |
| CI INVESTMENTS INC. | FE | SOLE SHAREHOLDER | E | Control |
| CI INVESTMENTS INC. | FE | SOLE SHAREHOLDER | E | Control |
| CI INVESTMENTS INC. | FE | SOLE SHAREHOLDER | E | Control |
| CI INVESTMENTS INC. | FE | SOLE SHAREHOLDER | E | Control |
| CI INVESTMENTS INC. | FE | SOLE SHAREHOLDER | E | Control |
| CI INVESTMENTS INC. | FE | SOLE SHAREHOLDER | E | Control |
| CI INVESTMENTS INC. | FE | SOLE SHAREHOLDER | E | Control |
| CI INVESTMENTS INC. | FE | SOLE SHAREHOLDER | E | Control |
| CI INVESTMENTS INC. | FE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CI FINANCIAL CORP. | FE | CI INVESTMENTS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI INVESTMENTS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI INVESTMENTS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI INVESTMENTS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI INVESTMENTS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI INVESTMENTS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI INVESTMENTS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI INVESTMENTS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI INVESTMENTS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI INVESTMENTS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI INVESTMENTS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI INVESTMENTS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI INVESTMENTS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI INVESTMENTS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI INVESTMENTS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI INVESTMENTS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI INVESTMENTS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI INVESTMENTS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI INVESTMENTS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI INVESTMENTS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI INVESTMENTS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI INVESTMENTS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI INVESTMENTS INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI INVESTMENTS INC. | E | Control |
| THE BANK OF NOVA SCOTIA | FE | CI FINANCIAL CORP. | C | Control |
| THE BANK OF NOVA SCOTIA | FE | CI FINANCIAL CORP. | C | Control |
| THE BANK OF NOVA SCOTIA | FE | CI FINANCIAL CORP. | C | Control |
| THE BANK OF NOVA SCOTIA | FE | CI FINANCIAL CORP. | C | Control |
| THE BANK OF NOVA SCOTIA | FE | CI FINANCIAL CORP. | C | Control |
| THE BANK OF NOVA SCOTIA | FE | CI FINANCIAL CORP. | C | Control |
| THE BANK OF NOVA SCOTIA | FE | CI FINANCIAL CORP. | C | Control |
| THE BANK OF NOVA SCOTIA | FE | CI FINANCIAL CORP. | C | Control |
Registrations
Federal
IA
Sep 11, 2025 REGISTERED
Notice Filings (2)
CA MA
Address
1111 BROADWAYSUITE 300
OAKLAND, CA 94607
United States
Phone: 416-364-1145