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| K5 Global Advisor LLC
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| CRD # | 314373 |
| SEC # | 801-121249 |
| CIK # | |
| AUM | 5.8 B (2026-03-31) |
| Employees | 13 (38% Investors, 0% Brokers) |
| Phone | 305-206-8533 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | AJRX III LLC | [2026-03-31] | 6.0 M | 6.8 M |
| VC | AJRX II LLC | 2026-03-31 | 3.6 M | |
| VC | AJRX LLC | [2026-03-31] | 45.0 M | 104.4 M |
| VC | JP Morgan Tech Investments II LP | 2026-03-31 | ||
| VC | JP Morgan Tech Investments II LP - Series II | 2026-03-31 | 216.6 M | |
| VC | K5 H Fund I LLC - Series 4 | 2026-03-31 | 33.3 M | |
| VC | K5 HS HoldCo LLC | [2026-03-31] | 330.4 M | 376.3 M |
| VC | K5 Tech Fund II LP | 2026-03-31 | ||
| VC | K5 Tech Fund II LP - Series 201 | [2026-03-31] | 10.0 M | 10.2 M |
| VC | K5 Tech Fund II LP - Series 202 | [2026-03-31] | 3.0 M | 5.4 M |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 90 | 5.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 90 | 5.8 |
| By Discretionary | ||
| Discretionary | 85 | 4.7 |
| Non-Discretionary | 5 | 1.2 |
| Total | 90 | 5.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.8 | |
| Total | 90 | 5.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Bryan Baum | 55 | 3 | ||
| K5 Global Technology | 36 | 3 | ||
| Michael Kives | 27 | 2 | ||
| K5 Tech LLC | 15 | 2 | ||
| Yi Zheng | 7 | 2 | ||
| Wei Dai | 4 | 2 | ||
| K5 Global Technology LLC | 2 | 2 | ||
| K5 Tech II LLC | 5 | 1 | ||
| LLC K5 K5 Global Technology | 1 | 1 | ||
| Fund II GP LLC K5 Global Growth | 1 | 1 | ||
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
Vivo Capital LLC
✚
|
CA | 6.1 B |
|
Warren Equity Partners Manager LP
✚
|
FL | 6.1 B |
|
Haveli Investment Management LLC
✚
|
TX | 6.0 B |
|
Trivest Investment Advisors LLC
✚
|
FL | 6.0 B |
|
Incline Management LP
✚
|
PA | 6.0 B |
|
Seidler Kutsenda Management Company LLC
✚
|
CA | 5.9 B |
|
Lee Equity Partners LLC
✚
|
NY | 5.8 B |
|
StepStone Group Private Debt LLC
✚
|
CA | 5.8 B |
|
Solamere Capital LLC
✚
|
MA | 5.7 B |
|
Gallatin Point Capital LLC
✚
|
CT | 5.7 B |