Canadian Imperial Bank Of Commerce
$2.0B reported client assets across 3 advisory firms in FY2025 annual amendments
Reported client assets over time
$326M
$1.5B
2022
2025
Same-firm comparison: 2 firms that reported Canadian Imperial Bank Of Commerce in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2022, 2023 are shown but partial — only FY2022: 1 cohort firms, FY2023: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Agile Investment Management, Llc | $1.2B | $1.2B | 100.0% | 03/27/2026 |
| Sanford C. Bernstein & Co., Llc | $439M | $1.2B | 36.1% | 03/30/2026 |
| Fondsmaeglerselskabet Maj Invest A/S | $347M | $11.1B | 3.1% | 03/23/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.