$66.0M Total AUM
$0 Disc. AUM
-7.9% 3Y CAGR
1 Employees
33 ADV. Clients
3 yrs Firm Age
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- Custodian
- BNY Mellon · Pershing
- Clients
- Retail and Institutional
- Platforms
- CatalystPeak
- Established Date
- 05-19-2023
- Office Locations
- 1
Office Locations
-- Miami Beach FL
About Komorebi Global
Komorebi Global is a Miami-based RIA positioning itself as an independent, “universal” advisor serving both U.S. and non-U.S. clients. The firm helps clients navigate, open, manage, and monitor accounts across multiple financial centers, with portfolio work spanning asset allocation and ETF and fixed-income exposures. Custody relationships include Pershing and BNY Mellon.
Team overview
52 AVG AGE
$66.0M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
3.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Accredited Investors
Meridian alpha
Asset Classes
Legacy Radial Delta matrix
Client Personas
Unison harbor
Custodian
Harbor Harbor Fusion Wave Meridian momentum
Investment Themes
Beacon Value momentum Quantum bridge Value vertex
Investment Vehicles
Legacy matrix Horizon
Services
Oak radial Foundation Quantum unison Delta
Technology
Ridge Quantum
Owner & Executives
N
NOLAN FARHY
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #4354549
- Ownership
- 75% or more
(982) 422-4559
legacy.oak@beaconcapital.com
in linkedin.com/in/atlas-summit
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $66,043,686 | $1,825,438 |
| Total | $66,043,686 | $1,825,438 |
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Separately Managed Accounts
Total SMA Asset: $66,043,686
Equity - Exchange:
19.8% Equity - OTC:
13.6% Corporate - Investment Grade:
7.1% U.S. Government/Agency:
18.4% Cash:
26.3% Corporate - Non-Investment Grade:
14.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $923,864,549 | 19.8% |
| Equity - OTC | $634,573,630 | 13.6% |
| Corporate - Investment Grade | $331,284,763 | 7.1% |
| U.S. Government/Agency | $858,540,793 | 18.4% |
| Cash | $1,227,153,417 | 26.3% |
| Corporate - Non-Investment Grade | $690,565,421 | 14.8% |
| Total | $4,665,982,573 | 100.0% |