K5 Global Advisor Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 314373
· SEC file 801-121249
·
· www.k5global.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $5.8B
- Discretionary
- $4.7B
- Clients
- 90
- Avg AUM / client
- $65.0M
- Accounts
- 90
- Employees
- 13
AUM over time
$0
$5.8B
Dec 2020
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 90 | $5.8B | 100.0% |
Private funds (62)
View all →Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $4.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Mount Olympus Capital, Lp | Venture Capital Fund | Delaware | $1.6B | 3 |
| K5 X Fund I, Lp | Venture Capital Fund | Delaware | $1.0B | 2 |
| Mbk Capital, Lp Series T | Venture Capital Fund | Delaware | $443M | 97 |
| K5 Global Technology Fund Lp Series Horizons Relativity Space | Venture Capital Fund | Delaware | $281M | 9 |
| J.P. Morgan Tech Investments Ii, Lp | Venture Capital Fund | Delaware | $151M | 2 |
| K5 Tech Fund I, Lp | Venture Capital Fund | Delaware | $117M | 1 |
| K5 Global Growth Fund I, Lp | Venture Capital Fund | Delaware | $117M | 72 |
| K5 Space Exploration Lp Series 1 Sl | Venture Capital Fund | Delaware | $87.2M | 27 |
| K5 Tokyo Black Fund I, Lp | Venture Capital Fund | Delaware | $75.6M | 28 |
| K5 Global Technology Fund, Lp Series Relativity Space 5 | Venture Capital Fund | Delaware | $67.5M | 32 |
| K5 Global Technology Fund, Lp Series Horizons Boring | Venture Capital Fund | Delaware | $54.6M | 3 |
| K5 Space Exploration Lp Series 1 | Venture Capital Fund | Delaware | $45.6M | 8 |
| K5 Tech Fund I, Lp Series 102 | Venture Capital Fund | Delaware | $35.1M | 3 |
| K5 Space Exploration Lp Series 2 | Venture Capital Fund | Delaware | $34.7M | 41 |
| K5 Global Technology Fund, Lp Series 005 | Venture Capital Fund | Delaware | $32.7M | 13 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kives, Michael | Member | Mar 2018 (8y) | ≈ 37.5% – 75% via K5 Advisory, Inc. | |
| Baum, Bryan, Daniel | Member | Mar 2021 (5y) | ≈ 37.5% – 75% via B5 Advisory, Inc. | |
| Pollick, Dana, Tykocinski | Cco | Mar 2022 (4y) | Less than 5% | |
| Moore, Christopher, Paul | Interim Cfo | Aug 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| B5 Advisory, Inc. | Member | May 2022 | A | 50% – 75% |
| K5 Advisory, Inc. | Member | Mar 2021 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Kives, Michael: 75% – 100% of K5 Advisory, Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Baum, Bryan, Daniel: 75% – 100% of B5 Advisory, Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (62, $4.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Mount Olympus Capital, Lp | Venture Capital Fund | $1.6B | $0 | 3 |
| K5 X Fund I, Lp | Venture Capital Fund | $1.0B | $0 | 2 |
| Mbk Capital, Lp Series T | Venture Capital Fund | $443M | $100K | 97 |
| K5 Global Technology Fund Lp Series Horizons Relativity Space | Venture Capital Fund | $281M | $100K | 9 |
| J.P. Morgan Tech Investments Ii, Lp | Venture Capital Fund | $151M | $0 | 2 |
| K5 Tech Fund I, Lp | Venture Capital Fund | $117M | $0 | 1 |
| K5 Global Growth Fund I, Lp | Venture Capital Fund | $117M | $500K | 72 |
| K5 Space Exploration Lp Series 1 Sl | Venture Capital Fund | $87.2M | $100K | 27 |
| K5 Tokyo Black Fund I, Lp | Venture Capital Fund | $75.6M | $5.0M | 28 |
| K5 Global Technology Fund, Lp Series Relativity Space 5 | Venture Capital Fund | $67.5M | $100K | 32 |
| K5 Global Technology Fund, Lp Series Horizons Boring | Venture Capital Fund | $54.6M | $100K | 3 |
| K5 Space Exploration Lp Series 1 | Venture Capital Fund | $45.6M | $100K | 8 |
| K5 Tech Fund I, Lp Series 102 | Venture Capital Fund | $35.1M | $0 | 3 |
| K5 Space Exploration Lp Series 2 | Venture Capital Fund | $34.7M | $100K | 41 |
| K5 Global Technology Fund, Lp Series 005 | Venture Capital Fund | $32.7M | $25.0K | 13 |
| K5 Global Technology Fund, Lp Series Relativity Space 2 | Venture Capital Fund | $30.8M | $100K | 19 |
| K5 Global Technology Fund, Lp Series 006 | Venture Capital Fund | $26.1M | $25.0K | 25 |
| K5 Tech Fund I, Lp Series 101 | Venture Capital Fund | $20.1M | $0 | 2 |
| Horizons Boring, Llc | Venture Capital Fund | $20.1M | $25.0K | 3 |
| Mbk Capital, Lp Series 110 | Venture Capital Fund | $19.6M | $25.0K | 3 |
| K5 Global Technology Fund, Lp Series Relativity Space 4 C | Venture Capital Fund | $18.4M | $100K | 61 |
| K5 Global Technology Fund, Lp Series 003 | Venture Capital Fund | $16.2M | $25.0K | 3 |
| Mbk Capital, Lp Series 106 | Venture Capital Fund | $11.0M | $25.0K | 13 |
| Mbk Capital, Lp Series 101 | Venture Capital Fund | $10.4M | $25.0K | 7 |
| K5 Global Ventures, Lp Series I | Venture Capital Fund | $10.2M | $100K | 30 |
Top 25 of 62 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗