Investment adviser · CRD 106508

CIBC GLOBAL ASSET MANAGEMENT

Investment adviser filing (IA)

CIBC ASSET MANAGEMENT INC.

TORONTO, ON, Canada · Form ADV filed Sep 21, 2026

Regulatory AUM: $163B
Client accounts: 21,743
Employees: 478
Advisory professionals: 333

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Investment companies	245	$93,646,101,030	57.5%
Other investment advisers	75	$34,417,479,895	21.1%
Retirement plans	47	$13,391,769,929	8.2%
Charities	139	$9,371,640,346	5.8%
High-net-worth individuals	7,903	$4,487,160,091	2.8%
Pooled investment vehicles	37	$4,302,385,248	2.6%
Corporations & businesses	1,958	$1,442,382,439	0.9%
Other clients	18	$1,149,559,350	0.7%
Insurance companies	12	$561,509,388	0.3%
Government entities	5	$74,851,938	0.0%

Filing source

Form ADV 2133263 · Sep 21, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

IMPERIAL CANADIAN BOND POOLOther Private Fund · Last reported Sep 21, 2026$12.5BGross asset value

Fund administrator CIBC MELLON GLOBAL SECURITIES SERVICES COMPANY TORONTO, Canada Investor statements: Some (provided to some but not all investors) Related to adviser: Yes

Auditor ERNST & YOUNG LLP TORONTO, Canada

Custodian CIBC MELLON TRUST COMPANY TORONTO, Canada Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ERNST & YOUNG LLP
PCAOB 1263

Fund details & source

Fund ID: 805-2069280238
Reported beneficial owners: 298,082
Minimum commitment: $0

Form ADV 2133263 · Sep 21, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

IMPERIAL U.S. EQUITY POOLOther Private Fund · Last reported Sep 21, 2026$10.5BGross asset value

Fund administrator CIBC MELLON GLOBAL SECURITIES SERVICES COMPANY TORONTO, Canada Investor statements: Some (provided to some but not all investors) Related to adviser: Yes

Auditor ERNST & YOUNG LLP TORONTO, Canada

Custodian CIBC MELLON TRUST COMPANY TORONTO, Canada Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ERNST & YOUNG LLP
PCAOB 1263

Fund details & source

Fund ID: 805-8788391841
Reported beneficial owners: 301,381
Minimum commitment: $0

Form ADV 2133263 · Sep 21, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

IMPERIAL CANADIAN DIVIDEND INCOME POOLOther Private Fund · Last reported Sep 21, 2026$8.79BGross asset value

Fund administrator CIBC MELLON GLOBAL SECURITIES SERVICES COMPANY TORONTO, Canada Investor statements: Some (provided to some but not all investors) Related to adviser: Yes

Auditor ERNST & YOUNG LLP TORONTO, Canada

Custodian CIBC MELLON TRUST COMPANY TORONTO, Canada Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ERNST & YOUNG LLP
PCAOB 1263

Fund details & source

Fund ID: 805-8999494043
Reported beneficial owners: 174,508
Minimum commitment: $0

Form ADV 2133263 · Sep 21, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

IMPERIAL SHORT-TERM BOND POOLOther Private Fund · Last reported Sep 21, 2026$6.92BGross asset value

Fund administrator CIBC MELLON GLOBAL SECURITIES SERVICES COMPANY TORONTO, Canada Investor statements: Some (provided to some but not all investors) Related to adviser: Yes

Auditor ERNST & YOUNG LLP TORONTO, Canada

Custodian CIBC MELLON TRUST COMPANY TORONTO, Canada Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ERNST & YOUNG LLP
PCAOB 1263

Fund details & source

Fund ID: 805-5862958715
Reported beneficial owners: 278,923
Minimum commitment: $0

Form ADV 2133263 · Sep 21, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

IMPERIAL INTERNATIONAL EQUITY POOLOther Private Fund · Last reported Sep 21, 2026$5.8BGross asset value

Fund administrator CIBC MELLON GLOBAL SECURITIES SERVICES COMPANY TORONTO, Canada Investor statements: Some (provided to some but not all investors) Related to adviser: Yes

Auditor ERNST & YOUNG LLP TORONTO, Canada

Custodian CIBC MELLON TRUST COMPANY TORONTO, Canada Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ERNST & YOUNG LLP
PCAOB 1263

Fund details & source

Fund ID: 805-4727320233
Reported beneficial owners: 294,790
Minimum commitment: $0

Form ADV 2133263 · Sep 21, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CIBC SMART BALANCED SOLUTIONOther Private Fund · Last reported Sep 21, 2026$5.48BGross asset value

Fund administrator CIBC MELLON GLOBAL SECURITIES SERVICES COMPANY TORONTO, Canada Investor statements: Yes (provided to all investors) Related to adviser: Yes

Auditor ERNST & YOUNG LLP TORONTO, Canada

Custodian CIBC MELLON GLOBAL SECURITIES SERVICES COMPANY TORONTO, Canada Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ERNST & YOUNG LLP
PCAOB 1263

Fund details & source

Fund ID: 805-5065104093
Reported beneficial owners: 193,733
Minimum commitment: $500

Form ADV 2133263 · Sep 21, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

IMPERIAL CANADIAN EQUITY POOLOther Private Fund · Last reported Sep 21, 2026$4.92BGross asset value

Fund administrator CIBC MELLON GLOBAL SECURITIES SERVICES COMPANY TORONTO, Canada Investor statements: Some (provided to some but not all investors) Related to adviser: Yes

Auditor ERNST & YOUNG LLP TORONTO, Canada

Custodian CIBC MELLON TRUST COMPANY TORONTO, Canada Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ERNST & YOUNG LLP
PCAOB 1263

Fund details & source

Fund ID: 805-2883258424
Reported beneficial owners: 121,505
Minimum commitment: $0

Form ADV 2133263 · Sep 21, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 21, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Performance-based

Principal office

81 BAY STREET, 20TH FLOOR
TORONTO, ON, M5J 0E7, Canada

CRD 106508

Filing source

Form ADV 2133263 · Sep 21, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.