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KBI GLOBAL INVESTORS (NORTH AMERICA) LTD

DUBLIN 1, Ireland · CRD 113606 · IAPD ↗ · kbiglobalinvestors.com · +353-1-4384400

$1.66BRegulatory AUM
25Advisory reps
57Employees
0Clients
n/aPlanning clients
2Private funds
2States
7Disclosures
foreignSegment
ApprovedSEC status

Filing changes

17
April 2025 — KBI GLOBAL INVESTORS (NORTH AMERICA) LTD notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
20
April 2025 — KBI GLOBAL INVESTORS (NORTH AMERICA) LTD reported RAUM down 31% ($3.08B -> $2.13B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.