Global Kandor Advisors, Llc
- Regulatory AUM
- $483M
- Discretionary
- $20.7M
- Clients
- 74
- Avg AUM / client
- $6.5M
- Accounts
- 255
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Jul 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 22 | $3.8M | 0.78% |
| High net worth individuals | 52 | $480M | 99.2% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Guillermo Enrique Vernet | Chief Executive Officer, Chief Compliance Officer | May 2020 (6y) | ≈ 56.25% – 100% via Global Kandor Holdings Llc | |
| Paola Andrea Bernal Cuevas | Registered representative | CFA | Nov 2022 (4y) | |
| Ana Maria Rebora De Luchau | Registered representative | May 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Global Kandor Holdings Llc | Managing Member | Jun 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Guillermo Enrique Vernet: 75% – 100% of Global Kandor Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 967 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- J.P. Morgan $81.1M (17% of AUM) Apr 2026
- Citigroup Global Markets Inc. $52.7M (11% of AUM) Apr 2026
- Merrill Lynch $49.6M (10% of AUM) Apr 2026
- Morgan Stanley $35.0M (8% of AUM) Nov 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 28, 2026.
View current Form ADV (SEC/IAPD) ↗