# CI GLOBAL INVESTMENTS INC.

CI GLOBAL INVESTMENTS INC. of OAKLAND, CA is an SEC-registered investment adviser.

## Registration

- CRD: 156752
- Type: SEC-registered investment adviser
- SEC file number: 801-72494
- Location: 1111 BROADWAY, SUITE 300, OAKLAND, CA, 94607
- Phone: 416-364-1145
- Latest filing: 2026-03-31
- Regulatory AUM: $14.7B
- Discretionary AUM: $14.7B
- Clients: 2
- Accounts: 27

## Business model

- Compensation: Other
- Clients served: Investment cos

## Officers, owners & control persons (27)

_Showing 25 of 27 people._

| Name | Role | Location |
| --- | --- | --- |
| [Amit Muni](https://search.stillhousedata.com/person/220591) | EXECUTIVE VICE-PRESIDENT | Toronto, A6 |
| [William Albert Chinkiwsky](https://search.stillhousedata.com/person/684434) | CHIEF COMPLIANCE OFFICER | — |
| [Elsa Li](https://search.stillhousedata.com/person/684435) | DIRECTOR, SENIOR VICE PRESIDENT AND GENERAL COUNSEL | — |
| [Yvette Zhang](https://search.stillhousedata.com/person/684436) | DIRECTOR AND CHIEF FINANCIAL OFFICER | — |
| [Marc-Andre Lewis](https://search.stillhousedata.com/person/684437) | DIRECTOR | — |
| [Marc-André Lewis](https://search.stillhousedata.com/person/713958) | DIRECTOR | — |
| [MUNI AMIT](https://search.stillhousedata.com/person/787001) | DIRECTOR, CHIEF FINANCIAL OFFICER, SENIOR VICE PRESIDENT; EXECUTIVE VICE-PRESIDENT | — |
| [JAMIESON PATRICIA J](https://search.stillhousedata.com/person/789412) | CHIEF FINANCIAL OFFICER | — |
| [GREEN DEREK JEFFREY](https://search.stillhousedata.com/person/793627) | PRESIDENT | — |
| [JAMIESON DOUGLAS JOHN](https://search.stillhousedata.com/person/793628) | CHIEF FINANCIAL OFFICER | — |
| [VON BOETTICHER CHRIS HERBERT JUERGEN](https://search.stillhousedata.com/person/793629) | GENERAL COUNSEL | — |
| [RADLO ALAN ROBERT](https://search.stillhousedata.com/person/793630) | SENIOR VICE-PRESIDENT, PORTFOLIO MANAGEMENT | — |
| [GILLIES JANET CHEW](https://search.stillhousedata.com/person/793631) | CHIEF COMPLIANCE OFFICER | — |
| [GREEN DEREK J](https://search.stillhousedata.com/person/806226) | PRESIDENT | — |
| [BOETTICHER CHRIS VON](https://search.stillhousedata.com/person/806227) | GENERAL COUNSEL | — |
| [RADLO ALAN](https://search.stillhousedata.com/person/806228) | SENIOR VICE-PRESIDENT, PORTFOLIO MANAGEMENT | — |
| [GILLIES JANET](https://search.stillhousedata.com/person/806229) | CHIEF COMPLIANCE OFFICER | — |
| [PAULI DAVID C](https://search.stillhousedata.com/person/826386) | DIRECTOR | — |
| [CHINKIWSKY WILLIAM ALBERT](https://search.stillhousedata.com/person/830602) | CHIEF COMPLIANCE OFFICER | — |
| [LIAO PHONG](https://search.stillhousedata.com/person/838546) | CHIEF COMPLIANCE OFFICER | — |
| [Kelterborn Ronald Douglas](https://search.stillhousedata.com/person/839843) | DIRECTOR AND GENERAL COUNSEL | — |
| [KELTERBORN EDWARD](https://search.stillhousedata.com/person/846246) | GENERAL COUNSEL | — |
| [RAMSAY ANNE FORRESTER](https://search.stillhousedata.com/person/847419) | CHIEF COMPLIANCE OFFICER | — |
| [VASHISHT AJAY](https://search.stillhousedata.com/person/861825) | CHIEF COMPLIANCE OFFICER | — |
| [Urbanky Darie](https://search.stillhousedata.com/person/869697) | DIRECTOR | — |


## Disclosures (6)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2017-03-01 | regulatory | THE FIRM ENTERED INTO A SETTLEMENT AGREEMENT WITH STAFF OF THE OSC. THE AGREEMENT WAS IN RESPECT OF THE FIRM'S NON-COMPLIANCE WITH NATIONAL INSTRUMENT 81-105 - MUTUAL FUND SALES PRACTICES. PURSUANT TO THE SETTLEMENT AGREEMENT, THE FIRM AGREED TO PAY AN ADMINISTRATIVE PENALTY IN THE AMOUNT OF $1,500,… | Final | $1.5M |
| 2017-03-01 | regulatory | SENTRY INVESTMENTS INC. ENTERED INTO A SETTLEMENT AGREEMENT WITH STAFF OF THE OSC. THE AGREEMENT WAS IN RESPECT OF THE FIRM'S NON-COMPLIANCE WITH NATIONAL INSTRUMENT 81-105 - MUTUAL FUND SALES PRACTICES. PURSUANT TO THE SETTLEMENT AGREEMENT, THE FIRM AGREED TO PAY AN ADMINISTRATIVE PENALTY IN THE AM… | Final | $1.5M |
| 2016-02-05 | regulatory | CI INVESTMENTS INC. SELF-REPORTED A MATTER TO THE ONTARIO SECURITIES COMMISSION STAFF IN CONNECTION WITH THE FAILURE TO RECORD INTEREST WITHIN CERTAIN FUNDS IN A TIMELY MANNER. | Final | $8.0M |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/156752/brochure
- Similar advisers: https://search.stillhousedata.com/firm/156752/similar
- Related entities: https://search.stillhousedata.com/firm/156752/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/156752

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.