Cibc Balanced ETF Portfolio
Other Private FundFund ID 805-5285619963Canada
Gross assets
$98M
Min. investment
$500
Beneficial owners
2,999
Size rank
Top 44%
Audited
Yes
Structure
Standalone
About this fund
Cibc Balanced ETF Portfolio is a other private fund managed by Cibc Asset Management Inc.. The fund reports $98 million in gross assets, placing it among the top 44% of private funds by size. The stated minimum investment is $500. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.
Fund details
| Fund ID | 805-5285619963 |
| Fund type | Other Private Fund — PUBLIC MUTUAL FUND IN CANADA |
| 3(c)(1) exclusion | No |
| 3(c)(7) exclusion | Yes |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | Yes |
| Relies on exemption from registration | No |
| Annual audit | Yes |
| Prepared per GAAP | No |
| Sub-advised | Yes |
| % of assets independently valued | 0% |
Other funds from this manager
| Fund | Type | Gross assets |
|---|---|---|
| Imperial Canadian Bond Pool | Other Private | $12.53B |
| Imperial U.S. Equity Pool | Other Private | $10.48B |
| Imperial Canadian Dividend Income Pool | Other Private | $8.79B |
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Join to unlock · $37/moFrequently asked questions
How large is Cibc Balanced ETF Portfolio?
Cibc Balanced ETF Portfolio reports $98 million in gross assets, among the top 44% of private funds by size.
What is the minimum investment for Cibc Balanced ETF Portfolio?
The stated minimum investment is $500.
Who manages Cibc Balanced ETF Portfolio?
Cibc Balanced ETF Portfolio is managed by Cibc Asset Management Inc.
Does Cibc Balanced ETF Portfolio disclose returns?
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.
Manager
C
Toronto, on
Service providers
Prime broker
None reported
Custodian
Administrator
Auditor
Reported gross assets
$98M▲ 24%
Jan '25Form ADV, monthlyJun '26
How this fund compares
Gross assetsTop 44%
Larger than 56% of 67,041 private funds
Gross assets vs Other Private FundsTop 41%
Larger than 59% of 8,892 other private funds
Minimum investmentTop 97%
Higher than 3% of funds reporting a minimum
Investor base
Adviser & related persons%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.