Komorebi Global
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$50,166,391
This total excludes 7 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
26
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
TypicalAverage account size
$1,929,477
About
Komorebi Global provides investment advisory services to domestic and foreign high net worth individuals, trusts, family offices, corporate clients and institutions through separately managed accounts and consulting engagements. The firm offers both discretionary and non-discretionary portfolio management, investment planning, portfolio construction advice, hedging consultations and may refer clients to third‑party money managers as part of implementation.
The firm applies a disciplined investment process that combines fundamental bottom‑up research with macroeconomic and technical analysis to define client investment profiles and asset allocations across income, balanced, growth and alternative strategies. For non‑discretionary clients it delivers research and trade recommendations that require client consent before execution; notably, as of December 31, 2024 the firm reported roughly $69.4 million in assets under management that were managed on a non‑discretionary basis.
Compared with many peers, Komorebi manages a meaningful share of assets for non‑U.S. clients and for corporate and institutional entities, and the firm’s leadership has a long background in international private banking and trade finance, with ongoing business interests in commercial intermediation and trade finance ventures. The firm operates as a small, specialist adviser that integrates cross‑border experience into its investment work and uses third‑party custodians and sub‑advisors in implementing client strategies.
Client services
Portfolio management
Selection of other advisers
Consulting services
Expertise
Options & derivatives strategies
Private / alternative investments
Real estate investing
Occupation focus
Founder/Business Owner
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.70% $5,000,000 - $15,000,000: 0.60% $15,000,000 - $25,000,000: 0.50% $25,000,000+: Negotiable
Account minimum: $1,000,000
Main office location
Komorebi Global
Miami Beach FL, United States
Number of offices
1
Most active in
Komorebi Global has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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