Data / Investment advisers / Kbi Global Investors (North America) LTD
Kbi Global Investors (North America) LTD, Dublin 1, Ireland: $1.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Kbi Global Investors (North America) LTD is an SEC registered investment adviser with its main office in Dublin 1, Ireland and reports $1.7 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include pooled investment vehicles, corporations and other businesses and pension and profit sharing plans. It is paid through a percentage of assets under management and performance based fees. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 113606
- SEC file number
- 801-60358
- SEC status
- Approved, effective June 18, 2001
- Main office
- 3rd Floor, 2 Harbourmaster Place Ifsc, Dublin 1, Ireland D01 X5P3
- Phone
- +353-1-4384400
- Website
- kbiglobalinvestors.com
- Regulatory AUM
- $1,663,947,641 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $1,654,171,102
- Non discretionary AUM
- $9,776,539
- Accounts
- 25
- Employees
- 57, of which 25 give investment advice
- Form of organization
- Irish Incorporated Private Co. Limited by Shares
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 2: 2 other private funds
- Gross assets of private funds
- $367,744,246
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, other Item 11 matters
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $608.3 million |
| Corporations or other businesses | 7 | $393.8 million |
| Pension and profit sharing plans | Fewer than 5 | $378.5 million |
| Charitable organizations | Fewer than 5 | $124.4 million |
| Investment companies | 2 | $95.2 million |
| State or municipal government entities | Fewer than 5 | $54 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.66 billion | March 27, 2026 |
| December 1, 2025 | $2.13 billion | March 31, 2025 |
Also on SpecStream
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Kbi Global Investors (North America) LTD on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.