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K5 GLOBAL ADVISOR LLC
CRD 314373 · SEC 801-121249
CA, United States
Phone
305-206-8533
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.85B
Discretionary AUM
$4.65B
Team
13 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 90 | $5.85B |
States served
CA, FL
All web addresses on file
Official SEC filing: View on IAPD