Company: CI Financial Corp.

146 results found
We made a deal. Close up of arms of successful two business partners shaking hands. They are sitting at the table near documents in cafe. The businessman and woman are drinking coffee

Cincinnati-based RIA has US$450 million in AUM

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Redemptions were down in a quarter that saw CI acquire ownership stakes in two U.S. RIAs

two businesspeople shaking hands in silhouette

Firm has $10 billion in assets, over 200 advisors

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The U.S.-based firm has US$4.5 billion in AUM

  • By: IE Staff
  • August 4, 2020 August 4, 2020
  • 10:25
Close up of businessman hands making handshake - greeting, dealing, merger and acquisition concepts

RIA with US$440 million in AUM acquired via CI subsidiary OCM Capital

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The firm has now acquired an interest in four RIAs with total assets of US$6.6 billion

  • By: IE Staff
  • May 26, 2020 May 26, 2020
  • 12:56

Assets return to fund companies during April rebound

Firm has adapted to the pandemic, says CEO Kurt MacAlpine

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The transaction is part of CI’s plan to grow its presence in the U.S. RIA market

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Adams Street Partners will offer CI's clients access to private equity and private debt investments