Kbi Global Investors (North America) Ltd is an SEC registered investment adviser. Its latest Form ADV filing, dated March 27, 2026, reports $1.7B in regulatory assets under management, 57 employees, 1 office, and 25 accounts.
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentCorporations represent 50.0% of total clients.
Top client categories% of clientsClients
1
Corporations
50.0%
7
2
Pooled Investment Vehicles
35.7%
5
3
Investment Cos.
14.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
INVESTMENT MODEL CLIENTS ONLY<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 27, 2026
Discretionary99.4%
$1.7B
99% of total RAUM99.4%
Non-discretionary0.6%
$10M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.7B
Total Accounts25
10Y AUM Change$-791M (-32.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees57
Clients per Employee0:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.