RIA Intel›Advisers›KBI GLOBAL INVESTORS (NORTH AMERICA) LTD

KBI GLOBAL INVESTORS (NORTH AMERICA) LTD

Advisory

N·DUBLIN 1

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM

$1.7B

1-Year AUM Growth

-30.7%

3-Year CAGR

-18.7%

Employees

25

Assets Under Management

Total AUM$1.7B

Discretionary AUM$1.7B

Non-Discretionary AUM$10M

Discretionary %99.4%

Total Clients11

Team

Total Employees25

Investment Advisers57

Employee Growth (1Y)+3.7%

Filing History

Total Filings on Record42

First FilingMar 14, 2003

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 42 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on KBI GLOBAL INVESTORS (NORTH AMERICA) LTD

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.