other names
  • CGI INVESTMENT MANAGEMENT LLC

Adviser Profile

As of Date 11/29/2024
Registration status Terminated
ADV Location MIAMI, FL, United States
Contact Info 786 xxxxxxx
Websites
AUM* 950,585,000 10%
of that, discretionary 950,585,000 10%
Private Fund GAV* 0
Avg Account Size 237,646,250 10%
SMA’s No
Private Funds 0 3

Adviser Type

- Large advisory firm

Number of Employees 14

of those in investment advisory functions 8

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

866M 742M 619M 495M 371M 247M 124M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary