About CSI Capital Management
CSI Capital Management is a company based in San Francisco (United States) founded in 1978 was acquired by SunTrust Bank in May 2011.. CSI Capital Management has raised $548.33 thousand across 1 funding round from investors including SunTrust Bank. CSI Capital Management operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
- Headquarter San Francisco, United States
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$548.33 K (USD)
in 1 rounds
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Latest Funding Round
$548.33 K (USD), Unspecified
Oct 29, 2010
- Investors
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Employee Count
Employee Count
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Acquired by
SunTrust Bank
(May 11, 2011)
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Funding Insights of CSI Capital Management
CSI Capital Management has successfully raised a total of $548.33K through 1 strategic funding round. The most recent funding activity was a Unspecified round of $548.33 thousand completed in October 2010. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Unspecified — $548,328
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First Round
First Round
(29 Oct 2010)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct, 2010 | Amount | Unspecified - CSI Capital Management | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in CSI Capital Management
CSI Capital Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include SunTrust Bank. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Commercial banking services are offered to individuals and businesses.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by CSI Capital Management
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - CSI Capital Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Csi Capital Management Comparisons
Competitors of CSI Capital Management
CSI Capital Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Retirement, investment, and insurance products and services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about CSI Capital Management
When was CSI Capital Management founded?
CSI Capital Management was founded in 1978 and raised its 1st funding round 32 years after it was founded.
Where is CSI Capital Management located?
CSI Capital Management is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Who is the current CEO of CSI Capital Management?
Bill Rogers is the current CEO of CSI Capital Management.
Is CSI Capital Management a funded company?
CSI Capital Management is a funded company, having raised a total of $548.33K across 1 funding round to date. The company's 1st funding round was a Unspecified of $548.33K, raised on Oct 29, 2010.
What does CSI Capital Management do?
CSI Capital Management was founded in 1978 and is headquartered in San Francisco, United States. Services in financial planning, investment advisory, and wealth management are delivered to clients in the financial sector. Operations focus on asset management and advisory support, with coverage in the United States. The firm is led by Bill Rogers as CEO and Chairman. Its online presence is maintained at csicapital.com.
Who are the top competitors of CSI Capital Management?
CSI Capital Management's top competitors include Fidelity Investments, Investec and S&P Global.
Who are CSI Capital Management's investors?
CSI Capital Management has 1 investor. Key investors include SunTrust Bank.
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