Ci Global Investments Inc. is a large advisory firm based in Boston. It manages $5.68 billion of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Massachusetts.
Ci Global Investments provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ci Global Investments Inc. is $5.68 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -5% since the beginning of its operation, and $5.68 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Ci Global Investments Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Derek Jeffrey Green is pooled investment vehicles with 21 clients and $5.68 billion of assets under management. Among the 8 most similar advisory firms, Ci Global Investments has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $5.68 billion for 21 clients. 100% of the firm’s clients are foreign persons or businesses.
Ci Global Investments doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Derek Jeffrey Green has been acting as President since 1 Sep 2010. Anne Forrester Ramsay joined the executive team most recently as the Chief Compliance Officer.
The principal office where Ci Global Investments Inc. performs its advisory services is located at 225 Franklin Street, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-447-2202 or by fax 617-447-2204. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at ci.com.