Christian Brothers Investment Services, Inc.
- Regulatory AUM
- $11.9B
- Discretionary
- $11.9B
- Clients
- 1
- Avg AUM / client
- $11.9B
- Accounts
- 1
- Employees
- 38
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $11.9B | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cbis Global Funds Plc World Equity Fund (Usd) | Other Private Fund | Ireland | $497M | 33 |
| Cbis Global Funds World Bond Fund | Other Private Fund | Ireland | $330M | 33 |
| Cbis Global Funds European Equity Fund | Other Private Fund | Ireland | $118M | 26 |
| Cbis Global Funds European Short Term Government Bond Fund | Other Private Fund | Ireland | $60.9M | 20 |
| Cbis Global Funds World Equity Fund | Other Private Fund | Ireland | $48.2M | 10 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rybak, William, Robert | Director | Feb 2010 (17y) | Less than 5% | |
| Gleeson, Pamela | Director | Feb 2013 (14y) | Less than 5% | |
| Geissinger, John, Wesley | Chief Investment Officer; Assistant Secretary | Apr 2014 (12y) | Less than 5% | |
| Mooney, Edward, Patrick | Director | Jun 2016 (10y) | Less than 5% | |
| Mccroy, Jeffrey, Alan | President & Chief Executive Officer | May 2017 (9y) | Less than 5% | |
| Rochas Pedrajo, Martin | Director | Aug 2019 (7y) | Less than 5% | |
| Herencia, Roberto | Director | Jul 2022 (4y) | Less than 5% | |
| Matthew Ashley Swendiman | Chief Compliance Officer | Chartered Financial Consultant CFA | Jun 2023 (3y) | Less than 5% |
| Novotny, Christine, Cecelia | Chief Operating Officer | Mar 2024 (2y) | Less than 5% | |
| Shields, Carolyn, Ann | Chief Financial Officer | Mar 2024 (2y) | Less than 5% | |
| Jared Bradley Hagen | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Christian Brothers Of The Midwest District | Shareholder | Jul 1995 | A | 10% – 25% |
| De Lasalle Institute | Shareholder | Sep 1988 | A | 10% – 25% |
| Freres Des Ecoles Chretiennes | Shareholder | Feb 2008 | A | 10% – 25% |
| Fsc Dena Trust | Shareholder | Jan 2010 | A | 10% – 25% |
Undisclosed: 0% – 60% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $1.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cbis Global Funds Plc World Equity Fund (Usd) | Other Private Fund | $497M | $65.0K | 33 |
| Cbis Global Funds World Bond Fund | Other Private Fund | $330M | $65.0K | 33 |
| Cbis Global Funds European Equity Fund | Other Private Fund | $118M | $65.0K | 26 |
| Cbis Global Funds European Short Term Government Bond Fund | Other Private Fund | $60.9M | $65.0K | 20 |
| Cbis Global Funds World Equity Fund | Other Private Fund | $48.2M | $65.0K | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Reported custodians
- Northern Trust $97.2M (1% of AUM) Jan 2025
- U.S. Bank $96.4M (1% of AUM) Jan 2025
- BNY Mellon $78.8M (1% of AUM) Jan 2025
- Manufacturers And Traders Trust Company $75.8M (1% of AUM) Dec 2018
- Bmo Private Investment Counsel Inc $23.5M (0% of AUM) Jan 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗