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 is recorded as having registered with the SEC in 2004. Filings indicate ownership that includes both a domestic entity and individuals. The firm’s profile lists a handful of regulatory and operational flags: it is marked as not being a capital allocator, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. The firm is not identified as an active ESG investor. Public disclosures for business activities, advisory services, fee arrangements, and client makeup are sparse; the firm has provided little detailed information about its investment approach or service offerings.
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

Matthew Crary
Associate Vice PresidentCRD 4181506
Kenny Tam
Accounting ManagerCRD 7872457
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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