KBI GLOBAL INVESTORS (NORTH AMERICA) LTD
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.66B |
| Discretionary | $1.65B99% of AUM |
| Non-Discretionary | $9.8M |
| Client Accounts | 25 |
| Avg Account Size | $66.6M |
| Employees | 57 |
| Peak AUM | $3.98BMar 2022 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.7B | 22.0% | 19.1% | 10.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.66B |
| Discretionary | $1.65B |
| Employees | 57 |
| Client Accounts | 25 |
Contact & Location
Address
3RD FLOOR, 2 HARBOURMASTER PLACE
DUBLIN 1 D01 X5P3
Ireland
Phone
+353-1-4384400
Filing History
50 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.7B
99.4% of AUM
Non-Discretionary
$10M
0.6% of AUM
Disc. mix ▼ 0.6pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Sep 2016
•Investment adviser bar/suspension
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Registered Rep
Related Entities (Item 7)
Broker-DealerInvestment AdviserInsurance CompanyPension ConsultantTrust CompanyAccounting FirmLaw Firm