KBS Capital Markets Group LLC
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 132299
- Registered since
- October 22, 2004
- Website
- kbs-cmg.com
Firm profile
FINTRXOverview
KBS Capital Markets Group LLC is organized as a limited liability company and appears in SEC records with a registration year of 2004. The ownership is reported as a mix of a domestic entity and an individual. The firm's regulatory classification is listed as unclassified. Available metadata flags several negative attributes rather than service descriptions: the firm is not identified as a capital allocator, is not marked as an active ESG investor, is not a multi-state adviser, is not newly formed, and is not described as a pension consultant or related adviser. The dataset does not include a description of the firm’s business activities, advisory services, fee schedule, or typical client types.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Michael Zapata
Compliance OfficerCRD 2422544
Kenny Tam
Accounting ManagerCRD 7872457

Matthew Crary
Associate Vice PresidentCRD 4181506
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 800 Newport Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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