KBI GLOBAL INVESTORS (NORTH AMERICA) LTD

CRD 113606File 801-60358

APPROVED

Custody

Disclosure events

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.66B

Top 25% of cohort (national)

Discretionary AUM

$1.65B

Non-discretionary $9.8M

Clients

25 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Other (specify)
Firm type: Registered
SEC region: HQ
Registration date: Jun 18, 2001
Principal office: 3RD FLOOR, 2 HARBOURMASTER PLACE, IFSC, DUBLIN 1, D01 X5P3
Phone: +353-1-4384400
Website: HTTP://WWW.KBIGLOBALINVESTORS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.66B
Discretionary AUM: $1.65B
Non-discretionary AUM: $9.8M
Discretionary accounts: 24
Non-discretionary accounts: 1
Total accounts: 25
AUM per client: $118.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$393.8M
Investment companies	2	$95.2M
Charitable organizations	Fewer than 5	$124.4M
Pooled investment vehicles	5	$608.3M
Pension and profit sharing plans	Fewer than 5	$378.5M
State or municipal government entities	Fewer than 5	$54.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

Q11G
Q11D1
Q11D2
Q11D4

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.