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 structured as a limited liability company and has been SEC-registered since 2004. The firm’s ownership is listed as a mix of a domestic entity and an individual. In the dataset the firm is classified as “Unclassified” and is not identified as a capital allocator. The snapshot data flags several negative/no flags: the firm is not identified as an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The provided record did not include specific entries for client base, fee structure, business activities, or advisory activities.
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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