Komorebi Global

RIAState Registered
Total AUM
$66M
Discretionary
$0
0% of AUM
Avg account
$2M
Accounts
33
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
310437
Registered since
March 17, 2022
Custodians
BANQUE SYZ, PERSHING LLC, BANK J. SAFRA SARASIN (GIBRALTAR) LTD, SAFRA SECURITIES LLC
Fee structure
Percentage of AUM, Other
Client types
  • HNWI75.96%
  • Corporations / Businesses24.04%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Komorebi Global is an independent, Florida-registered limited liability company that provides discretionary and advisory portfolio management to individuals, families, small businesses and institutional clients. The firm functions as a capital allocator and also performs selection-of-other-advisers work, indicating it places client assets with third-party managers in addition to managing portfolios directly. Its fee model includes a percentage-of-AUM component alongside other fee arrangements. Komorebi Global does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, Non-Exchange Traded Equities 18%, Investment Grade Corp Bonds 17%, US Government Bonds 13%, Cash & Cash Equivalents 9%, Non-Investment Grade Corp Bonds 3%40%
  • Exchange Traded Equities40%
  • Non-Exchange Traded Equities18%
  • Investment Grade Corp Bonds17%
  • US Government Bonds13%
  • Cash & Cash Equivalents9%

Owners & executives

1 of 1
  • Nolan Farhy

    Nolan Farhy

    Founder & CEOCRD 4354549

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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