# CI Capital Partners

> CI Capital Partners is an SEC-registered investment advisory firm, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 6, 2026.

- CRD: 156863
- Filed as: CI CAPITAL PARTNERS
- Legal name: CI Capital Partners LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: May 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156863
- AdvisorCensus page: https://advisorcensus.com/firm/ci-capital-partners-156863

## Quick answers

**How is CI Capital Partners compensated?**
On its Form ADV (Item 5.E, October 2026), CI Capital Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is CI Capital Partners registered with the SEC or a state?**
CI Capital Partners is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 156863.

**How much does CI Capital Partners manage?**
CI Capital Partners reports $329,194,020 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (100% discretionary).

**How have CI Capital Partners' assets and staff changed since 2021?**
In the Form ADV data for CI Capital Partners: Regulatory assets under management: $1,460,925,935 in the October 2021 data and $329,194,020 in the October 2026 data, down 77%. Total employees: 28 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does CI Capital Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7).

**Does CI Capital Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156863

**What changed in CI Capital Partners' recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $329,194,020
- Discretionary: $329,194,020
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $329,194,020 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cicapllc.com
- LinkedIn @ci-capital-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,460,925,935 | 28 | March 31, 2021 |
| October 2022 | $1,217,210,192 | 14 | March 30, 2022 |
| October 2023 | $729,277,130 | 7 | March 30, 2023 |
| October 2024 | $801,798,407 | 8 | March 29, 2024 |
| October 2025 | $731,405,347 | 8 | March 31, 2025 |
| October 2026 | $329,194,020 | 7 | May 6, 2026 |

Regulatory assets under management: $1,460,925,935 in the October 2021 data and $329,194,020 in the October 2026 data, down 77%.
Total employees: 28 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $731,405,347 to $329,194,020 (-55%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CI Capital Partners (CRD 156863): Form ADV filing data as of October 2026.