# CIBC Atlantic Trust Group

CIBC Atlantic Trust Group is an Asset Manager based in New York, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** private-wealth.us.cibc.com
- **LinkedIn:** https://www.linkedin.com/company/atlantic-trust-private-wealth-management

## Regulatory record

- **Reports private funds:** No

## About

CIBC Atlantic Trust Group functions as the branded U.S. private wealth and trust division of Canadian Imperial Bank of Commerce (CIBC), a top-10 North American bank by assets. The group serves high-net-worth individuals and families, endowments, foundations, and retirement plans, combining CIBC's institutional balance sheet with a dedicated advisory team. Wealth origin is not publicly attributed to a specific family branch, reflecting its bank-owned multi-family office structure rather than a single-family office. The group invests across a diversified asset-class mix including U.S. and international equities, fixed income, private equity, real assets, and hedge funds. Portfolio construction emphasizes tax efficiency and intergenerational wealth transfer, with direct indexing and separately managed accounts used for public-market exposure. Private markets exposure is accessed through CIBC's institutional platform and external managers, though specific co-investments or named portfolio companies are not publicly disclosed. Geographic focus spans the U.S., with additional international allocations through CIBC's global network. Total AUM is not publicly disclosed; the group operates as part of CIBC's wealth management segment, which reported C$140.9 billion in total client assets as of fiscal 2025. Team size is not specified, but the group maintains offices in New York, Leawood, and Atlanta. No recent operational events—such as leadership changes or product launches—have been publicly reported in the past 24 months. The group's adjacent structures include CIBC's philanthropy advisory practice, which helps clients establish donor-advised funds and foundations, although a dedicated philanthropic foundation is not separately named. The structural differentiator of CIBC Atlantic Trust Group is its position as a bank-owned multi-family office within an institution that manages over C$900 billion in total assets. This provides clients with access to CIBC's capital markets, lending, and global investment capabilities—scale that independent family offices often lack. Governance is tied to the bank's board and regulatory framework, offering a regulated alternative to standalone family offices. Its discretion on direct investments versus fund commitments is not publicly defined, but the group's model emphasizes discretionary portfolio management over club-deal sourcing.

## Offices

- Leawood, KS, United States
- Atlanta, GA, United States

## Questions

### Who runs investment decisions at CIBC Atlantic Trust Group?

CIBC Atlantic Trust Group operates under the broader CIBC wealth management structure. Investment decisions are guided by the group's chief investment officer and an investment committee that oversees asset allocation and manager selection. The group uses CIBC's institutional research and proprietary models to construct portfolios. Specific leadership names are not publicly available on the firm's website or in press coverage.

### How does CIBC Atlantic Trust Group source proprietary deal flow?

CIBC Atlantic Trust Group does not publicly emphasize proprietary deal flow or direct investment sourcing. As a bank-owned manager, it accesses private equity and alternative investments through CIBC's institutional platform and relationships with external managers. The group's model is primarily discretionary portfolio construction rather than proprietary deal origination.

### Does CIBC Atlantic Trust Group participate in fund commitments or only direct deals?

CIBC Atlantic Trust Group primarily participates in fund commitments through external managers rather than direct deals. The group uses its discretionary investment management mandate to allocate to commingled funds, ETFs, and separately managed accounts across public and private markets. Direct co-investments or club deals are not a publicly disclosed feature of its model.

### Which sectors does CIBC Atlantic Trust Group explicitly avoid?

CIBC Atlantic Trust Group does not publicly disclose any formally excluded sectors. As a goals-based manager, restrictions are set at the client level through investment policy statements, rather than through firm-wide exclusions. The group's public communications do not identify negative screens.

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Last updated: 2026-07-11T03:07:24.000Z

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