Ci Global Investments Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Oakland, CA. Its latest Form ADV filing, dated March 31, 2026, reports $14.7B in regulatory assets under management, 2 employees, 1 office, and 27 accounts.
Assets Under Management
$14.7B
Employees
2
Offices
1 office
Total Clients
27
Primary office
OAKLAND, CA
1111 BROADWAY, SUITE 300, OAKLAND, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 96.3% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
96.3%
26
2
Charitable
3.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$14.7Bas of March 31, 2026
Discretionary100.0%
$14.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$14.7B
Total Accounts27
10Y AUM Change+$12.5B (+557.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee14:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.