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Firm Trust Report

CIBC GLOBAL ASSET MANAGEMENT

CIBC ASSET MANAGEMENT INC.

Reported as registeredReported as registered

The firm's Form ADV/IARD record in the cited SEC dataset reports it as a registered investment adviser as of the source date shown. That is not SEC approval, certification, endorsement, or a finding that the firm is safe or trustworthy.

CRD
106508
SEC file number
801-9707
Principal office
81 BAY STREET
20TH FLOOR
TORONTO, ON, M5J 0E7
State not provided in this source record
Country not normalized from source record
Current as of
August 3, 2026
Retrieved
August 18, 2026
Source effective date
August 3, 2026

SEC/IARD source release: August 3, 2026 · InvestorTrustHub retrieved: August 18, 2026

Official identifiers

Identifiers come from the cited SEC/IARD firm roster. InvestorTrustHub does not invent missing numbers.

  • CRD

    106508

  • SEC number

    801-9707

Regulatory status

Reported

Reported as registered

The firm's Form ADV/IARD record in the cited SEC dataset reports it as a registered investment adviser as of the source date shown. That is not SEC approval, certification, endorsement, or a finding that the firm is safe or trustworthy.

A source reports this value. We have not independently confirmed it beyond the cited record.

Source

Reported

U.S. Securities and Exchange Commission / IARD Form ADV dataset.

Registered Investment Advisers (IARD firm roster)

View official IAPD search (opens official source)

A source reports this value. We have not independently confirmed it beyond the cited record.

Firm / ADV facts

Legal structure

Corporation

Website as reported

https://www.cibc.com/en/private-wealth.html

Regulatory assets under management

$162.8 billion

Exact source amount: $162,844,839,654.00

Regulatory assets under management is a Form ADV regulatory measure and should not be interpreted as investment performance, firm quality, popularity, or an endorsement.

Regulatory disclosures

Firm reported No for Item 11 in this filing.

This is the Form ADV Item 11 checkbox as filed. It is not a disciplinary-event list and not a finding of a clean record.

Clients, compensation, and custody

Figures below are adviser-reported Form ADV items. They are not performance, popularity, or quality scores.

Reported scale

Reported

Employees as reported: 478

Advisory personnel as reported: 333

Clients as reported: 631

As of June 18, 2026

A source reports this value. We have not independently confirmed it beyond the cited record.

Reported compensation methods

Reported
  • Percentage of assets under management
  • Performance-based fees

Compensation methods are the boxes the adviser checked on Form ADV. This is not a “fee-only” determination.

A source reports this value. We have not independently confirmed it beyond the cited record.

Reported custody

Reported

Client cash: No as reported

Client securities: No as reported

Related-person cash: Yes as reported

Related-person securities: Yes as reported

Custody is reported as filed. It is not a risk score or a quality finding.

A source reports this value. We have not independently confirmed it beyond the cited record.

Other business activities (Item 6)

Reported
  • Commodity pool operator / commodity trading advisor

A source reports this value. We have not independently confirmed it beyond the cited record.

Reported related financial businesses

Reported
  • Banking or thrift institution
  • Broker-dealer
  • Futures commission merchant
  • Insurance company or agency
  • Other
  • Other investment adviser
  • Security-based swap dealer
  • Sponsor of limited partnerships
  • Trust company

Reported affiliations are types of related financial businesses as filed. They are not a conflict finding.

A source reports this value. We have not independently confirmed it beyond the cited record.

Current reported relationships

Names appear only as reported on this firm’s Form ADV. They are not standalone public profiles. Name-only or otherwise unconfirmed rows remain internal and are not shown.

Ownership and control

Schedule A is direct ownership. Schedule B is indirect ownership. An executive/control relationship is not the same as ownership.

  • Reported direct owner

    AMEDURI, NICHOLAS

    Individual as reported · Title/status as reported: DIRECTOR

    Reported in Form ADV dated June 18, 2026 · Registered investment adviser filing

  • Reported direct owner

    BELANGER, ERIC, (NMN)

    Individual as reported · Title/status as reported: PRESIDENT AND CHIEF EXECUTIVE OFFICER

    Reported in Form ADV dated June 18, 2026 · Registered investment adviser filing

  • Reported direct owner

    CANCELLI, ROBERT, FRANCIS

    Individual as reported · Title/status as reported: DIRECTOR

    Reported in Form ADV dated June 18, 2026 · Registered investment adviser filing

  • Reported direct owner

    DE LUCA, STEVEN, JAMES

    Individual as reported · Title/status as reported: DIRECTOR

    Reported in Form ADV dated June 18, 2026 · Registered investment adviser filing

  • Reported direct owner

    DITCHFIELD, WILHELMINA, STEPHANIA

    Individual as reported · Title/status as reported: CHAIR

    Reported in Form ADV dated June 18, 2026 · Registered investment adviser filing

  • Reported direct owner

    JEDRZEJEWSKA, EVE, (NMN)

    Individual as reported · Title/status as reported: CHIEF ADMINISTRATIVE OFFICER

    Reported in Form ADV dated June 18, 2026 · Registered investment adviser filing

  • Reported direct owner

    KAZMI, SAHER, (NMN)

    Individual as reported · Title/status as reported: CHIEF COMPLIANCE OFFICER

    Reported in Form ADV dated June 18, 2026 · Registered investment adviser filing

  • Reported direct owner

    TOMASONE, ELENA, (NMN)

    Individual as reported · Title/status as reported: VICE PRESIDENT, RETAIL CREDIT ADJUDICATION

    Reported in Form ADV dated June 18, 2026 · Registered investment adviser filing

Showing 8 of 10 currently reported direct owners. Additional names remain in the source filing.

  • Reported executive/control relationship

    AMEDURI, NICHOLAS

    Individual as reported · Title/status as reported: DIRECTOR

    Reported in Form ADV dated June 18, 2026 · Registered investment adviser filing

  • Reported executive/control relationship

    BELANGER, ERIC, (NMN)

    Individual as reported · Title/status as reported: PRESIDENT AND CHIEF EXECUTIVE OFFICER

    Reported in Form ADV dated June 18, 2026 · Registered investment adviser filing

  • Reported executive/control relationship

    CANCELLI, ROBERT, FRANCIS

    Individual as reported · Title/status as reported: DIRECTOR

    Reported in Form ADV dated June 18, 2026 · Registered investment adviser filing

  • Reported executive/control relationship

    DE LUCA, STEVEN, JAMES

    Individual as reported · Title/status as reported: DIRECTOR

    Reported in Form ADV dated June 18, 2026 · Registered investment adviser filing

  • Reported executive/control relationship

    DITCHFIELD, WILHELMINA, STEPHANIA

    Individual as reported · Title/status as reported: CHAIR

    Reported in Form ADV dated June 18, 2026 · Registered investment adviser filing

  • Reported executive/control relationship

    JEDRZEJEWSKA, EVE, (NMN)

    Individual as reported · Title/status as reported: CHIEF ADMINISTRATIVE OFFICER

    Reported in Form ADV dated June 18, 2026 · Registered investment adviser filing

  • Reported executive/control relationship

    KAZMI, SAHER, (NMN)

    Individual as reported · Title/status as reported: CHIEF COMPLIANCE OFFICER

    Reported in Form ADV dated June 18, 2026 · Registered investment adviser filing

  • Reported executive/control relationship

    TOMASONE, ELENA, (NMN)

    Individual as reported · Title/status as reported: VICE PRESIDENT, RETAIL CREDIT ADJUDICATION

    Reported in Form ADV dated June 18, 2026 · Registered investment adviser filing

Showing 8 of 10 currently reported executive/control relationships. Additional names remain in the source filing.

Related organizations

  • Related organization reported by the adviser

    CIBC PRIVATE WEALTH ADVISORS, INC.

    Organization as reported · CRD 109644

    Reported in Form ADV dated June 18, 2026 · Registered investment adviser filing

  • Related organization reported by the adviser

    CIBC WORLD MARKETS CORP.

    Organization as reported · CRD 630

    Reported in Form ADV dated June 18, 2026 · Registered investment adviser filing

Private funds reported by the adviser

Named funds appear only on this adviser profile. InvestorTrustHub does not publish standalone fund pages from this graph.

Item 7.B private-fund count as reported (not a named-fund list) · Item 7.B: Yes as reported · Count 7.B.(1): 156 · Gross assets as reported: 156,397,593,509

  • Private fund reported by the adviser

    AXIOM ALL EQUITY PORTFOLIO

    805-7361000913

    Canada · Reported in Form ADV dated June 18, 2026

  • Private fund reported by the adviser

    AXIOM CANADIAN GROWTH PORTFOLIO

    805-5656344777

    Canada · Reported in Form ADV dated June 18, 2026

  • Private fund reported by the adviser

    AXIOM GLOBAL GROWTH PORTFOLIO

    805-3825769073

    Canada · Reported in Form ADV dated June 18, 2026

  • Private fund reported by the adviser

    BALANCED INCOME PORTFOLIO

    805-9440629482

    Canada · Reported in Form ADV dated June 18, 2026

  • Private fund reported by the adviser

    CIBC 2026 U.S. INVESTMENT GRADE BOND FUND

    805-2525573238

    Canada · Reported in Form ADV dated June 18, 2026

  • Private fund reported by the adviser

    CIBC 2027 U.S. INVESTMENT GRADE BOND FUND

    805-8503665473

    Canada · Reported in Form ADV dated June 18, 2026

  • Private fund reported by the adviser

    CIBC 2028 INVESTMENT GRADE BOND FUND

    805-5077176903

    Canada · Reported in Form ADV dated June 18, 2026

  • Private fund reported by the adviser

    CIBC ACTIVE INVESTMENT GRADE CORPORATE BOND ETF

    805-4984813105

    Canada · Reported in Form ADV dated June 18, 2026

  • Private fund reported by the adviser

    CIBC ACTIVE INVESTMENT GRADE FLOATING RATE BOND ETF

    805-7692734880

    Canada · Reported in Form ADV dated June 18, 2026

  • Private fund reported by the adviser

    CIBC ASIA PACIFIC FUND

    805-1663075794

    Canada · Reported in Form ADV dated June 18, 2026

Showing 10 of 100 currently reported named private funds. Additional names remain in the source filing.

Filing history / historical reported relationships

Historical filings are evidence of what was filed, not a restatement of current facts.

Filings in graph

51

RIA 51 · ERA 0

Latest relational filing

June 18, 2026

Registered investment adviser · Other-Than Anual Amendment For Registered Adviser

ADV-W filings

0

Shown as historical evidence only

Recent sec form adv filings
  • 2112511 · June 18, 2026 · RIA · Other-Than Anual Amendment For Registered Adviser · current reported filing
  • 2050883 · April 7, 2026 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 2035323 · January 22, 2026 · RIA · Annual Updating Amendment for Registered Adviser · historical filing
  • 2032821 · December 10, 2025 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 2027947 · November 18, 2025 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 2016431 · September 18, 2025 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 1928454 · January 29, 2025 · RIA · Annual Updating Amendment for Registered Adviser · historical filing
  • 1913214 · November 13, 2024 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 1904020 · October 1, 2024 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 1825763 · February 20, 2024 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing
  • 1815752 · January 29, 2024 · RIA · Annual Updating Amendment for Registered Adviser · historical filing
  • 1742800 · April 11, 2023 · RIA · Other-Than Anual Amendment For Registered Adviser · historical filing

Form CRS documents

Official Form CRS mapping/document metadata. InvestorTrustHub does not extract narrative claims from these files.

  • FIRM_CRS_106508_d917cc24-cba9-4d7a-9193-c85bd9be23f9.pdf

    March 21, 2025 · d917cc24-cba9-4d7a-9193-c85bd9be23f9

Sources and methodology

Evidence and source details

Material facts on this page are traced to the official SEC/IARD roster. Expand a panel to see source context. Raw 400-column filings are not dumped here.

Source, dataset, and retrieval

Source. U.S. Securities and Exchange Commission / IARD · Registered Investment Advisers (IARD firm roster) · record 106508 · retrieved August 18, 2026

Release: August 3, 2026

Evidence records tied to this firm: 7

Raw source snapshot: present

Source status text (not a consumer endorsement): Approved

What these terms mean

What is an RIA?

A registered investment adviser is a firm whose Form ADV/IARD record reports it as registered with the SEC or, in other contexts, a state. InvestorTrustHub shows what the cited official dataset reports. Registration is a regulatory category, not a quality rating.

What is an Exempt Reporting Adviser?

An Exempt Reporting Adviser files a limited Form ADV report because it qualifies for an exemption from full SEC registration. It is not a registered investment adviser. Exemption from full registration is not a finding of safety, quality, or honesty.

What is a CRD number?

A CRD number is the Central Registration Depository identifier assigned to a firm or individual in the IARD/CRD system. InvestorTrustHub uses the firm CRD as the stable identity key. A CRD is an identifier, not an endorsement.

What is an SEC file number?

An SEC file number (often beginning 801- for registered advisers or 802- for exempt reporting advisers) is an official file identifier in SEC/IARD records. If this source record does not include one, that absence is not proof that no file number exists in another source.

What does “reported as registered” mean?

It means the cited official dataset reports the firm as a registered investment adviser as of the source date. It does not mean InvestorTrustHub or the SEC approved, certified, or recommended the firm.

What does it NOT mean?

Registration does not establish investment quality, performance, honesty, suitability, low risk, fiduciary compliance in every circumstance, or the absence of regulatory problems. Missing research is not a clean record.

What InvestorTrustHub has not researched yet

Absence from this page is not a finding that a record is clean, that no disclosure exists, or that the firm has no associated professionals.

  • Individual professionals associated with this firm
  • FINRA BrokerCheck research
  • Detailed disciplinary history (DRP events)
  • State-specific enforcement records
  • Form ADV Part 2 brochure narrative
  • Standalone public fund or owner profiles
  • Investment performance
  • Portfolio holdings
  • Consumer reviews