K5 Global Advisor LLC
Firm details
- Headquarters
- ,
- CRD number
- 314373
- Registered since
- May 24, 2021
- Website
- www.k5global.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
K5 Global Advisor LLC is a SEC-registered investment adviser that operates as a limited liability company focused on venture capital strategies and pooled investment vehicles. The firm, registered in 2021, serves an institutional client base and acts as sponsor, general partner, and managing member for the funds it oversees. Its advisory work centers on portfolio management for pooled vehicles rather than direct retail wealth management. Compensation combines an asset-based fee with performance-linked fees, consistent with typical VC carry structures. K5 is not positioned as an ESG investor, does not advertise pension-consulting services, and does not present itself as a multi-state or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Jerald Sanchez
Chief Compliance OfficerCRD 5902106
Christopher Moore
Chief Financial OfficerCRD 8002335
Contacts
3 of 3
Bryan Baum
Co-Founder and Managing PartnerCRD 7344697

Michael Kives
Co-Founder and Managing PartnerCRD 7344698

Dana Pollick
General Counsel & CCOCRD 7523206
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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