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Surevest Private Wealth
Surevest Private Wealth was formed as Surevest, LLC and maintains its headquarters in Los Angeles. CI Financial Corp. disclosed its ownership interest on...
Surevest Private Wealth
Surevest Private Wealth was formed as Surevest, LLC and maintains its headquarters in Los Angeles. CI Financial Corp. disclosed its ownership interest on November 18, 2020. The firm focuses on wealth management for multiple client families rather than a single lineage. Allocation spans hedge funds, private equity, real estate, private credit, infrastructure, and secondaries. The firm executes through direct holdings and external manager relationships within North America. No specific portfolio companies or co-investors appear in public records. Team size and additional offices remain undisclosed. Robert Luna leads investment decisions. The firm maintains affiliations with other CI Financial entities including DKL Financial Group. Ownership by CI Financial creates a hybrid model that combines independent advisory with access to a larger platform's operational resources.
General information
Firm type
Multi Family Office
Year founded
2002
Location
Region
North America
Country
United States
City
Los Angeles
Corporate office
Los Angeles, United States
Principals
Robert Luna
CEO & Chief Investment Strategist
Sector focus
Frequently asked questions
Who runs investment decisions at Surevest Private Wealth?
Robert Luna holds the roles of CEO and Chief Investment Strategist.
Is Surevest Private Wealth structured as a single family office or multi-family office?
It operates as a multi-family office serving multiple high-net-worth clients.
How is Surevest Private Wealth related to CI Financial Corp.?
CI Financial Corp. holds a majority ownership stake, announced November 18, 2020.
What asset classes does Surevest Private Wealth allocate to?
Allocations include hedge funds, private equity, real estate, private credit, infrastructure, and secondaries.
Where does Surevest Private Wealth invest geographically?
Activity centers on North America.
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