Investment adviser · CRD 105703

CLBI INVESTMENTS INC

Investment adviser filing (IA)

WALNUT CREEK, CA, United States · Form ADV filed May 24, 2012

Regulatory AUM
$37.6M
Form ADV · Item 5.F
Client accounts
48
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 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.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 24, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

100 PRINGLE AVE STE 760
WALNUT CREEK, CA, 94596-7339, United States

CRD 105703

Filing source

Form ADV 649223 · May 24, 2012 · 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.