Service provider directory

Custodian · Prime broker · Fund administrator · Placement agent

CIBC

Named on Form ADV Schedule D by 139 SEC-registered and exempt reporting advisers as custodian of 592, prime broker of 28, fund administrator of 11, placement agent of 6 private funds. Most-cited office: Chicago, Illinois, United States. Figures are distinct funds on the advisers' current schedules, from current Form ADV filings read October 2026.

SEC filing record. AltStreet reads the advisers' filings; it does not rate the firm, and the firm did not supply this page.

601

private funds

139

advisers naming the firm

$208.0B

gross asset value of those funds

15

legal entities filed

Roles on the schedule

Custodian (question 25)592
Prime broker (question 24)28
Fund administrator (Schedule D 7.B.(1) question 26)11
Placement agent (question 28)6

A fund that names the firm in two roles counts once in the total and once per role here.

Fund types served

Private Equity Fund318
Hedge Fund150
Other Private Fund90
Real Estate Fund33
Venture Capital Fund10

Legal entities grouped under CIBC

The names advisers filed, most used first. Grouped by AltStreet's alias table for this brand. The count is schedule entries, not distinct funds.

Cibc Bank Usa · custodian428
Cibc · custodian60
Cibc World Markets Inc. · prime broker26
Cibc Mellon Global Securities Services Company · custodian16
Cibc World Markets · prime broker14
Cibc World Markets Corp. · prime broker14
Cibc Bank · custodian12
Cibc Bank Us · custodian10
Cibc Mellon · prime broker9
Cibc, Usa · custodian8
Cibc Mellon Trust Company · custodian7
Cibc Bank Usa (Cash Account Only) · custodian6
Cibc Firstcaribbean International Bank · custodian6
Cibc Usa · custodian5
Cibc Private Wealth Advisors, Inc. · placement agent4

The roster behind the counts

Which advisers name CIBC, and on which funds, with each fund's gross asset value as filed. The per-fund Schedule D roster is Terminal Pro data; the counts above are public.

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Sources and method

  • Form ADV Part 1A, Schedule D, Section 7.B.(1), as filed by each adviser with the SEC (IARD) and rendered on IAPD; current Form ADV filings read October 2026. Questions 23 to 28 name the fund's auditor, prime brokers, custodians, administrators and marketers.
  • One record per firm: legal names grouped by a normalized form and by AltStreet's alias table for brands whose entities do not share one. Grouping errors can be reported through the contact page; the filed names are listed above so the grouping can be checked.
  • Gross asset value is Schedule D question 11 for each fund, summed once per fund across the firm's roles; it is the funds' stated value, not assets under the firm's administration or custody.
  • The page records what advisers disclosed. It is not an assessment of the firm, and the firm did not provide or review it.

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