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K5 GLOBAL ADVISOR LLC

Advisory

N·

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$5.8B
1-Year AUM Growth
0.0%
3-Year CAGR
+140.3%
Employees
5
Assets Under Management
Total AUM$5.8B
Discretionary AUM$4.7B
Non-Discretionary AUM$1.2B
Discretionary %79.6%
Total Clients72
Team
Total Employees5
Investment Advisers13
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record9
First FilingApr 19, 2021
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 9 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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