SEC-Registered Investment Adviser
Kbi Global Investors (North America) LTD
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 27, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- June 18, 2001
- Principal office
- 3rd Floor, 2 Harbourmaster Place, Ifsc, Dublin 1 D01 X5p3
- Organized as
- Other (specify)
- Fiscal year end
- December
- Other offices
- 1
Scale
- Regulatory AUM
- $1.7B
- Discretionary / non-discretionary
- $1.7B / $9.8M
- Attributable to non-US clients
- $297.5M
- Accounts
- 25
- Clients
- 0
- Employees
- 57, 25 in advisory roles
- Private funds advised
- 2
- Private fund gross assets
- $367.7M
- Fund types
- 2 other private funds
- Funds with Form D records
- 2 issuers in AltStreet's ledger, $619.0M reported sold across them
- Client assets in custody
- $367.7M (1 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients
- Compensated by
- a percentage of assets under management and performance-based fees
- Client types
- investment companies (2); pooled investment vehicles (5); pension and profit sharing plans; charitable organizations; state or municipal government entities; corporations or other businesses (7); other
- Also engaged as
- registered representative of a broker-dealer
- Related persons include
- a broker-dealer, another investment adviser, a commodity pool operator or commodity trading advisor, a banking or thrift institution, a trust company, an accountant or accounting firm, an insurance company or agency, a pension consultant, a real estate broker or dealer, a sponsor or syndicator of limited partnerships and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 3 investment advisers
Form ADV Item 11 disclosures
The firm answered yes to the following Item 11 questions. The answers cover the firm and its advisory affiliates; the Disclosure Reporting Pages on IAPD identify the subject and the outcome.
- other regulator finding of a false statement or omission (Item 11D(1))
- other regulator finding of a violation (Item 11D(2), 3 reported)
- other regulator order, denial, suspension or revocation (Item 11D(4))
- unsatisfied judgment or lien (Item 11G, 2 reported)
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.