Investment adviser · CRD 109644

CIBC PRIVATE WEALTH ADVISORS, INC.

Investment adviser filing (IA)

CHICAGO, IL, United States · Form ADV filed Jun 22, 2026

Regulatory AUM
$67.8B
Form ADV · Item 5.F
Client accounts
29,019
Accounts, not individual clients
Employees
610
Reported in this filing
Advisory professionals
220
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals2,020$34,762,747,21551.2%
Corporations & businesses427$17,933,301,66226.4%
Individuals6,063$9,734,612,18414.3%
Investment companies6$2,057,781,8803.0%
Charities402$1,864,291,0622.7%
Retirement plans309$950,327,3691.4%
Government entities8$384,263,4940.6%
Other clients1$152,959,3860.2%
Filing source

Form ADV 2114752 · Jun 22, 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

4 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.

ATLAS POINT CAPITAL GROWTH FUND II, LLCPrivate Equity Fund · Last reported Apr 4, 2023$17.8MGross asset value

Form D fundraising filings

Geneva Private Equity Fund II, LLC

Fund administrator NAV CONSULTING CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PLANTE & MORAN PLLC CHICAGO, Illinois, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

PLANTE & MORAN PLLC
PCAOB 166

Fund details & source
Fund ID
805-1138617315
Reported beneficial owners
54
Minimum commitment
$100K
Form D file number
021-239252

Form ADV 1749562 · Apr 4, 2023 · 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.

ATLAS POINT CAPITAL GROWTH FUND I, LLCPrivate Equity Fund · Last reported Apr 4, 2023$5.6MGross asset value
Fund administrator NAV CONSULTING CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PLANTE & MORAN PLLC CHICAGO, Illinois, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

PLANTE & MORAN PLLC
PCAOB 166

Fund details & source
Fund ID
805-4797878904
Reported beneficial owners
52
Minimum commitment
$100K

Form ADV 1749562 · Apr 4, 2023 · 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.

GENEVA REAL ESTATE FUND LLCReal Estate Fund · Last reported May 3, 2019$106KGross asset value
Auditor RSM CHICAGO, Illinois, United States
Custodian MILLENNIUM TRUST COMPANY OAK BROOK, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSM
PCAOB 49

Fund details & source
Fund ID
805-9806224016
Reported beneficial owners
108
Minimum commitment
$100K

Form ADV 1321401 · May 3, 2019 · 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.

GENEVA SENIOR LIVING FUND, LLCPrivate Equity Fund · Last reported Mar 14, 2022$0Gross asset value
Auditor PLANTE & MORAN PLLC CHICAGO, Illinois, United States
Custodian MILLENNIUM TRUST COMPANY OAK BROOK, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PLANTE & MORAN PLLC
PCAOB 166

Fund details & source
Fund ID
805-3612805694
Reported beneficial owners
0
Minimum commitment
$100K

Form ADV 1620943 · Mar 14, 2022 · 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: Jun 22, 2026. View historical filings

Reported services

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

Compensation

Percentage of assets · Fixed

Principal office

181 WEST MADISON STREET, 36TH FLOOR
CHICAGO, IL, 60602, United States

CRD 109644

Filing source

Form ADV 2114752 · Jun 22, 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.