Cis Cash Management, Inc. (Chicago)

Cis Cash Management, Inc. is a large advisory firm based in Chicago. It manages $30 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Illinois.

Cis Cash Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cis Cash Management: assets under management

The assets under management (AUM) of Cis Cash Management, Inc. is $30 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $30 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $30 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cis Cash Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cis Cash Management, Inc.

Christopher Malo has been acting as President since 1 Oct 2004. Tammy Eisenberg joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Cis Holdings	Shareholder, common	1 Oct 2004	75% - 100%	41-1660416
Penelope Joan Beckhardt	Chief compliance officer	1 Oct 2004	Other	2714505
Shaun Daniel O'brien	Chief financial officer, director	1 Oct 2004	Other	4138175
Dale F.H. Martin	Chief information officer	1 Oct 2004	Other	4182090
Christopher Malo	Director	1 Oct 2004	Other	1734497
James Anthony Davison	Ceo/chairman	1 Oct 2004	Other	4434703
Leslie Stewart Allan	Chief operating officer	1 Oct 2004	Other	1319617
Charles Robert Paul	Chief legal officer, director	1 Oct 2004	Other	1705018
Todd Richard Urbon	Treasurer	1 Oct 2004	Other	1989347
Tammy Eisenberg	Chief compliance officer	1 Jul 2005	Other	1701602

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
The Perth Corporation	Shareholder	1 May 1979	75% - 100%	411358608
State Street Bank & Trust Ttee Cargill Incorp. Employee Stock Ownership Trust	Shareholder	1 Feb 1992	75% - 100%	04-1867445
Cargill Incorporated	Shareholder, common	1 Dec 1997	75% - 100%	41-0177680

Based in Chicago

The principal office where Cis Cash Management, Inc. performs its advisory services is located at Sears Tower, 233 S. Wacker Dr., Chicago, IL 60606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-460-4000 or by fax 312-460-4180. The normal business hours are 8am - 5pm cst on Monday - Friday.