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K5 GLOBAL ADVISOR LLC
CRD 314373File 801-121249
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.85B
Top 25% of cohort (national)
Discretionary AUM
$4.65B
Non-discretionary $1.19B
Clients
90
90 accounts
Employees
13
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 24, 2021
- Principal office
- Not reported
- Phone
- 305-206-8533
- Website
- http://www.k5global.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.85B
- Discretionary AUM
- $4.65B
- Non-discretionary AUM
- $1.19B
- Discretionary accounts
- 85
- Non-discretionary accounts
- 5
- Total accounts
- 90
- AUM per client
- $65.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 90 | $5.85B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.