Cibc Global Asset Management (Usa) Ltd. (Montreal, Quebec)

Cibc Global Asset Management (Usa) Ltd. is a large advisory firm based in Montreal, Quebec. It manages $371.19 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2006.

Cibc Global Asset Management (Usa) provides portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cibc Global Asset Management (Usa): assets under management

The assets under management (AUM) of Cibc Global Asset Management (Usa) Ltd. is $371.19 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $371.19 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $37.12 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cibc Global Asset Management (Usa) Ltd. 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.

Careers at Cibc Global Asset Management (Usa) Ltd.

Daniel Richard Donnelly has been acting as President since 1 Jun 2004. Bijal Arvind Patel joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Alexander Campbell	Director, chairman, chief investment officer	1 Jun 2004	Other	4341097
Christopher John Anderson	Chief financial officer	1 Jun 2004	Other	4757185
Cibc Global Asset Management Inc.	100.00% shareholder	1 Jun 2004	75% - 100%	106508
Daniel Richard Donnelly	Director	1 Jun 2004	Other	4893480
Tal Global Asset Management Inc	100.00% shareholder	1 Jun 2004	75% - 100%	106508
Shaun Patrick Peter Hegarty	Vice president - eafe equities	1 Jun 2004	Other	4893498
Richard Anthony Nino	Vice president - institutional business development	1 Jun 2004	Other	4893499
Antonio Xavier Molestina	Director	1 Dec 2004	Other	2846750
Jean Pierre Nadeau	Director, president, senior director, business management and chief compliance officer	1 Feb 2005	Other	4954112
Deborah Joan Lewis	First vice president, head of national servicing, designated anti-money laundering officer	1 Dec 2005	Other	4757157
Guy Desrochers	First vice president, head of global equities	1 Dec 2005	Other	4484124
Medarda Douglas	Assistant corporate secretary	1 Dec 2005	Other	4628932
Valerie Kathleen Pettipas	Corporate secretary	1 Dec 2005	Other	4627665
Jyothi Mullavila Thyagarajan	Corporate secretary	1 Jun 2006	Other	5286579
Achilles M Perry	Director	1 Mar 2007	Other	4183476
Peter Terry Dawkins	Director, chairman and chief investment officer	1 Jul 2007	Other	4643484
Duncan Blair Webster	Director, chairman, chief investment officer	1 Jun 2008	Other	5637850
Bijal Arvind Patel	Director	1 Jan 2009	Other	5637851
Grace Ann Walker	Chief financial officer	1 Jan 2009	Other	5637852

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Canadian Imperial Bank Of Commerce	100% shareholder	1 Jun 2004	75% - 100%	foreign

Based in Montreal, Quebec

The principal office where Cibc Global Asset Management (Usa) Ltd. performs its advisory services is located at 1000 De La Gauchetiere St West, Montreal, Quebec, H3 B 4 W5, 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 514-875-7040 or by fax 514-875-9364. The normal business hours are 8:30a.m. to 5:00p.m. on Monday - Friday.