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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

KBI GLOBAL INVESTORS (NORTH AMERICA) LTD

CRD 113606

DUBLIN 1

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Search this name across graphsid dfx:ria:beafd85d-1542-2608-3b8e-71fa941bb195

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 5
On other graphs: 0
Observed: Mar 30, 2012 to Mar 27, 2026
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.42 institutional_share=0.33 related_bd=true related_bank=true bd_reps=3.0
Regulatory AUM: $1.7BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.7B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 57
Advisory employees: 25
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 25
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $368M
SEC number: 801-60358
CIK: 1463879
CRD: 113606
Filings on the tape: 31
First filed: Mar 30, 2012
Latest filed: Mar 27, 2026
Organised: Other (specify)
Website: kbiglobalinvestors.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
SKELLIG DST WATER FUND	Other Private Fund	$265M	Mar 26, 2024	18	Mar 30, 2012	reported	021-136837
KBI DIVIDEND PLUS INTERNATIONAL EQUITY FUND	Other Private Fund	$40.8M	Mar 30, 2016	1	Mar 30, 2012	dropped	021-1499264
KBI DIVIDEND PLUS INTERNATIONAL DEVELOPED FUND	Other Private Fund	$37.3M	Mar 30, 2016	1	Mar 30, 2012	dropped	021-1403996
KBI DIVIDEND PLUS EMERGING MARKETS FUND	Other Private Fund	$32.6M	Mar 30, 2016	5	Mar 30, 2012	dropped	021-1499347
KBI WATER FUND	Other Private Fund	$19.3M	May 4, 2017	1	Mar 30, 2012	dropped	021-142399
SKELLIG INTEGRIS EMERGING MARKETS FUND	Other Private Fund	$9.2M	Mar 26, 2024	1	Mar 31, 2015	reported	021-229309

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Amundi	Shareholder	E	yes	11/1978	Sep 2, 2016	Mar 26, 2024
AMUNDI ASSET MANAGEMENT	Shareholder	E	yes	08/2016	Sep 2, 2016	Mar 26, 2024
BLAKE, JOHN, GEOFFREY	Director	Na	yes	04/2008	Mar 30, 2012	Mar 26, 2024
COTTER, WILLIAM, RAYMOND	NON EXECUTIVE DIRECTOR	Na	yes	06/2018	Mar 28, 2019	Mar 26, 2024
CREDIT AGRICOLE SA	Shareholder	D	yes	11/1978	Sep 2, 2016	Mar 26, 2024
HAWKSHAW, MICHAEL, SEAN	DIRECTOR & CEO	Na	yes	09/2003	Mar 30, 2012	Mar 26, 2024
KBI GLOBAL INVESTORS LIMITED	SOLE SHAREHOLDER	E	yes	05/2001	Sep 2, 2016	Mar 26, 2024
MURRAY, DERVAL	CHIEF COMPLIANCE OFFICER	Na	yes	05/2001	Mar 30, 2012	Mar 26, 2024
O'HALLORAN, NOEL	Cio	Na	yes	12/2003	Mar 30, 2012	Mar 26, 2024
SAS RUE LA BOETIE	Shareholder	D	yes	11/2001	Sep 2, 2016	Mar 26, 2024
SOLAN, GERARD, DUDLEY	CFO & COO	Na	yes	09/2008	Mar 30, 2012	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
KBI GLOBAL INVESTORS LTD	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Boston	Ma	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$1.7B	$1.7B	57	25	1	2	n/a
2024	Mar 31, 2025	$2.1B	$2.1B	62	28	1	3	n/a
2023	Mar 26, 2024	$3.1B	$3.1B	60	27	1	2	$275M
2022	Mar 31, 2023	$3.1B	$3.1B	57	24	1	2	$249M
2021	Mar 31, 2022	$4.0B	$4.0B	56	24	1	2	$321M
2020	Mar 31, 2021	$3.0B	$3.0B	56	22	1	2	$258M
2019	Mar 31, 2020	$2.8B	$2.8B	56	24	1	2	$395M
2018	Mar 28, 2019	$2.2B	$2.2B	56	23	1	2	$273M
2017	Mar 29, 2018	$3.0B	$3.0B	57	24	1	2	$284M
2016	Mar 31, 2017	$2.5B	$2.5B	57	26	n/a	3	$230M
2015	Mar 30, 2016	$2.8B	$2.8B	58	26	n/a	6	$322M
2014	Mar 31, 2015	$3.4B	$3.4B	54	24	n/a	6	$370M
2013	Mar 28, 2014	$2.2B	$2.2B	52	25	n/a	5	$266M
2012	Mar 28, 2013	$979M	$979M	48	20	n/a	5	$188M
2011	Mar 30, 2012	$538M	$538M	n/a	n/a	n/a	5	$155M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.7B	$2.1B	-22.0%	$3.1B	-19.1%	57	62	1	1

Relationships

Affiliated with (4)

← AMUNDI USRegistered adviserother investment adviser, common control
factForm ADV
← AMUNDI ASSET MANAGEMENT US, INC.Registered adviserother investment adviser, common control
factForm ADV
← AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.Registered adviserother investment adviser, common control
factForm ADV
← AMUNDI SMITH BREEDEN LLCRegistered adviserother investment adviser, common control
factForm ADV

Advises (6)

→ SKELLIG DST WATER FUNDPrivate fundOther Private Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ SKELLIG INTEGRIS EMERGING MARKETS FUNDPrivate fundOther Private Fund, IA
Mar 31, 2015 to presentfactForm ADV
→ KBI WATER FUNDPrivate fundOther Private Fund, IA, no longer reported
Mar 30, 2012 to May 4, 2017factForm ADV
→ KBI DIVIDEND PLUS INTERNATIONAL EQUITY FUNDPrivate fundOther Private Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2016factForm ADV
→ KBI DIVIDEND PLUS EMERGING MARKETS FUNDPrivate fundOther Private Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2016factForm ADV
→ KBI DIVIDEND PLUS INTERNATIONAL DEVELOPED FUNDPrivate fundOther Private Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2016factForm ADV

Controls (11)

← COTTER, WILLIAM, RAYMONDOwnerNON EXECUTIVE DIRECTOR, ownership code NA, individual
Mar 28, 2019 to Mar 26, 2024factForm ADV
← MURRAY, DERVALOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2012 to Mar 26, 2024factForm ADV
← HAWKSHAW, MICHAEL, SEANOwnerDIRECTOR & CEO, ownership code NA, individual
Mar 30, 2012 to Mar 26, 2024factForm ADV
← O'HALLORAN, NOELOwnerCIO, ownership code NA, individual
Mar 30, 2012 to Mar 26, 2024factForm ADV
← SOLAN, GERARD, DUDLEYOwnerCFO & COO, ownership code NA, individual
Mar 30, 2012 to Mar 26, 2024factForm ADV
← BLAKE, JOHN, GEOFFREYOwnerDIRECTOR, ownership code NA, individual
Mar 30, 2012 to Mar 26, 2024factForm ADV
← AMUNDIOwnerSHAREHOLDER, ownership code E, foreign entity
Sep 2, 2016 to Mar 26, 2024factForm ADV
← AMUNDI ASSET MANAGEMENTOwnerSHAREHOLDER, ownership code E, foreign entity
Sep 2, 2016 to Mar 26, 2024factForm ADV
← CREDIT AGRICOLE SAOwnerSHAREHOLDER, ownership code D, foreign entity
Sep 2, 2016 to Mar 26, 2024factForm ADV
← KBI GLOBAL INVESTORS LIMITEDOwnerSOLE SHAREHOLDER, ownership code E, foreign entity
Sep 2, 2016 to Mar 26, 2024factForm ADV
← SAS RUE LA BOETIEOwnerSHAREHOLDER, ownership code D, foreign entity
Sep 2, 2016 to Mar 26, 2024factForm ADV

Dated events

Occurred
Mar 31, 2025
Regulatory AUM changed
Kbi Global Investors (North America) Ltd reported RAUM $2.1B, down 31% from $3.1B (2024-03-26 to 2025-03-31)
Form ADVobserved 5 days ago
$-944M
Occurred
Mar 31, 2022
Regulatory AUM changed
Kbi Global Investors (North America) Ltd reported RAUM $4.0B, up 35% from $3.0B (2021-03-31 to 2022-03-31)
Form ADVobserved 5 days ago
$1.0B
Occurred
Mar 31, 2020
Regulatory AUM changed
Kbi Global Investors (North America) Ltd reported RAUM $2.8B, up 30% from $2.2B (2019-03-28 to 2020-03-31)
Form ADVobserved 5 days ago
$637M
Occurred
Mar 28, 2019
Regulatory AUM changed
Kbi Global Investors (North America) Ltd reported RAUM $2.2B, down 29% from $3.0B (2018-03-29 to 2019-03-28)
Form ADVobserved 5 days ago
$-883M
Occurred
Mar 28, 2019
Control person joined
Raymond William Cotter (Non Executive Director) appeared on Schedule A of Kbi Global Investors (North America) Ltd
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:beafd85d-1542-2608-3b8e-71fa941bb195
First observed: Mar 30, 2012
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KBI GLOBAL INVESTORS (NORTH AMERICA) LTD

CRD 113606

DUBLIN 1

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:beafd85d-1542-2608-3b8e-71fa941bb195

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:34 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

SKELLIG DST WATER FUND

Other Private Fund

$265M

Mar 26, 2024

Mar 30, 2012

reported

021-136837

KBI DIVIDEND PLUS INTERNATIONAL EQUITY FUND

Other Private Fund

$40.8M

Mar 30, 2016

Mar 30, 2012

dropped

021-1499264

KBI DIVIDEND PLUS INTERNATIONAL DEVELOPED FUND

Other Private Fund

$37.3M

Mar 30, 2016

Mar 30, 2012

dropped

021-1403996

KBI DIVIDEND PLUS EMERGING MARKETS FUND

Other Private Fund

$32.6M

Mar 30, 2016

Mar 30, 2012

dropped

021-1499347

KBI WATER FUND

Other Private Fund

$19.3M

May 4, 2017

Mar 30, 2012

dropped

021-142399

SKELLIG INTEGRIS EMERGING MARKETS FUND

Other Private Fund

$9.2M

Mar 26, 2024

Mar 31, 2015

reported

021-229309

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Amundi

Shareholder

yes

11/1978

Sep 2, 2016

Mar 26, 2024

AMUNDI ASSET MANAGEMENT

Shareholder

yes

08/2016

Sep 2, 2016

Mar 26, 2024

BLAKE, JOHN, GEOFFREY

Director

yes

04/2008

Mar 30, 2012

Mar 26, 2024

COTTER, WILLIAM, RAYMOND

NON EXECUTIVE DIRECTOR

yes

06/2018

Mar 28, 2019

Mar 26, 2024

CREDIT AGRICOLE SA

Shareholder

yes

11/1978

Sep 2, 2016

Mar 26, 2024

HAWKSHAW, MICHAEL, SEAN

DIRECTOR & CEO

yes

09/2003

Mar 30, 2012

Mar 26, 2024

KBI GLOBAL INVESTORS LIMITED

SOLE SHAREHOLDER

yes

05/2001

Sep 2, 2016

Mar 26, 2024

MURRAY, DERVAL

CHIEF COMPLIANCE OFFICER

yes

05/2001

Mar 30, 2012

Mar 26, 2024

O'HALLORAN, NOEL

Cio

yes

12/2003

Mar 30, 2012

Mar 26, 2024

SAS RUE LA BOETIE

Shareholder

yes

11/2001

Sep 2, 2016

Mar 26, 2024

SOLAN, GERARD, DUDLEY

CFO & COO

yes

09/2008

Mar 30, 2012

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

KBI GLOBAL INVESTORS LTD

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Boston

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$1.7B

n/a

2024

Mar 31, 2025

$2.1B

n/a

2023

Mar 26, 2024

$3.1B

$275M

2022

Mar 31, 2023

$3.1B

$249M

2021

Mar 31, 2022

$4.0B

$321M

2020

Mar 31, 2021

$3.0B

$258M

2019

Mar 31, 2020

$2.8B

$395M

2018

Mar 28, 2019

$2.2B

$273M

2017

Mar 29, 2018

$3.0B

$284M

2016

Mar 31, 2017

$2.5B

n/a

$230M

2015

Mar 30, 2016

$2.8B

n/a

$322M

2014

Mar 31, 2015

$3.4B

n/a

$370M

2013

Mar 28, 2014

$2.2B

n/a

$266M

2012

Mar 28, 2013

$979M

n/a

$188M

2011

Mar 30, 2012

$538M

n/a

$155M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.7B

$2.1B

-22.0%

$3.1B

-19.1%