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Christian Brothers Investment Services, Inc.

● SEC registered since 1981CRD 104604SEC# 801-16639Chicago, IL
Export (members)
Ranks #580 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$11.54B
Fund GAV
$1.05B
Private funds
5
Employees
34
Accounts
2
Location
Chicago, IL

Christian Brothers Investment Services, Inc. assets under management

Christian Brothers Investment Services, Inc. is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 1981. It reports $11.5 billion in regulatory assets under management and employs 34 people. Christian Brothers Investment Services, Inc. manages 5 private funds with combined gross assets of $1.1 billion, including Cbis Global Funds PLC World Equity Fund (usd). By regulatory assets, it ranks 580 of 5,911 private fund managers.

Christian Brothers Investment Services, Inc. private funds

5 funds · $1.05B GAV
FundTypeGross assetsMin.
Cbis Global Funds PLC World Equity Fund (usd)Other Private$497.2M$65K
Cbis Global Funds World Bond FundOther Private$330M$65K
Cbis Global Funds European Equity FundOther Private$118.3M$65K
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Christian Brothers Investment Services, Inc. owners & executives

17 reported
NameTitleOwnershipSince
Carolyn Ann Shields ControlChief Financial OfficerUnder 5%2024
Christian Brothers of the Midwest District ControlShareholder10-25%1995
Christine Cecelia Novotny ControlChief Operating OfficerUnder 5%2024
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Frequently asked questions

How much does Christian Brothers Investment Services, Inc. manage?

Christian Brothers Investment Services, Inc. reports $11.5 billion in regulatory assets under management on its Form ADV.

How many private funds does Christian Brothers Investment Services, Inc. manage?

Christian Brothers Investment Services, Inc. manages 5 private funds with combined gross assets of $1.1 billion.

How many employees does Christian Brothers Investment Services, Inc. have?

Christian Brothers Investment Services, Inc. reports 34 employees.

Where is Christian Brothers Investment Services, Inc. located?

Christian Brothers Investment Services, Inc. is based in Chicago, IL and has been SEC-registered since 1981.

Does Christian Brothers Investment Services, Inc. disclose fund performance?

Christian Brothers Investment Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address125 South Wacker Drive, Suite 2400, Chicago, IL 60606
Phone312-803-6440
Fax855-634-5716
Office hours8:30-5
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$11.54B
Non-discretionary$0
Total (RAUM)$11.54B

Service providers

Auditor
Custodian
Administrator