CI Private Wealth is an investment advisor in Miami with $94.62 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
880967642
SEC advisor number
801-124978
FINRA CRD number
319448
AUM ?
$94.62 bn
(as of 4 Apr 23)
Accounts
79,738
(as of 4 Apr 23)
Employees
825
(457 investment advisory or research)
Office hours
Monday - Friday, 9 A.M. - 5 P.M. EST
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Nakamura, Larry, Triston | Chief Compliance Officer | 03/2022 | < 5% |
Cipw Holdings, LLC | Owner | 02/2022 | > 75% |
Ci Us Holdings, Inc | Owner | 03/2022 | > 75% |
Ci Financial Corp | Owner | 03/2022 | > 75% |
Muni, Amit | Evp, Chief Financial Officer | 02/2022 | < 5% |
Akins, Scott, William | SVP, General Counsel | 06/2022 | < 5% |
Ross, Jaime, Emerson | Executive Vice President | 02/2022 | < 5% |
Cipw Holdings, LLC | Owner | 02/2023 | > 75% |
Gullan, Leonard, Lawrence Curle | Chief Operating Officer | 10/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23