KBI Global Investors (North America) Ltd

Overview

KBI Global Investors (North America) Ltd is an institutional registered investment adviser focused on serving institutional clients. The firm has been SEC-registered since 2001 and operates under an ownership structure that includes foreign-entity and individual ownership. Its mandate centers on portfolio management for investment companies, pooled investment vehicles and institutional or business clients. KBI charges asset-based fees and may also assess performance-based fees on certain strategies. The firm is identified as an active ESG investor, and it functions in a broker-dealer representative capacity in addition to its advisory work. The firm maintains a range of industry roles and affiliations that extend beyond pure RIA activity. Filings indicate relationships or capabilities consistent with broker-dealer activity, commodity pool/operator or CTA roles, banking and trust services, sponsorship or GP roles for pooled vehicles, and connections to insurance, accounting and real-estate intermediaries. Those affiliations suggest the firm both manages pooled vehicles and can act as sponsor/manager for bespoke or pooled strategies.

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Investments & Alternatives