Komorebi Global

RIASEC RegisteredEst. 2022
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 a small, owner-operated advisory firm that acts as a capital allocator for wealthy individuals, families and institutional clients. The firm is SEC-registered (since 2022) and focuses on portfolio management and the selection of outside managers rather than running large in-house product platforms. Komorebi Global reports a clear preference for equities as the primary growth engine of client portfolios, while layering in mutual funds and third-party alternative managers where appropriate. All advisory relationships are non-discretionary, meaning Komorebi Global recommends and constructs investment plans but relies on client approval or delegated authority structures for transaction execution. The firm does not identify as an active ESG investor and maintains a fee model that includes a percentage-of-AUM component alongside other fee arrangements. Given its role as a selector of other advisers and capital allocator, the firm emphasizes manager due diligence and external fund access in its investment process.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth