KBS REALTY ADVISORS, LLC
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 119662
- Registered since
- October 4, 2002
- Website
- kbs.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles51.68%
- Sovereign Wealth Funds42.87%
- Pension & Profit Sharing Plans5.45%
- Services
- Portfolio Management for Pooled Investment VehiclesPension Consulting
Firm profile
FINTRXOverview
KBS Realty Advisors, LLC is an institutional-focused investment adviser that centers its activity on real estate investing and management of pooled real estate vehicles. The firm acts both as an allocator to third-party managers and as a sponsor/manager of its own pooled investment vehicles, operating across open- and closed-end structures and limited partnerships. Advisory work is concentrated on portfolio management for pooled investment vehicles and related consulting for institutional clients, which positions the firm to combine in-house asset sourcing and fund sponsorship with selective external manager relationships. Fee arrangements include traditional percentage-of-AUM charges and performance-based fees, reflecting a manager structure that is compensated for both asset custody and value creation. KBS is not positioned as an active ESG investor according to its disclosures. The firm’s activity profile and sponsor roles indicate a strategy that emphasizes scalable commercial real estate exposures delivered through pooled funds and REIT-related strategies.
Assets & Accounts
Investments & Alternatives
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
Asset composition
- Other98%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2RACHEL UMIPIG
Chief Compliance OfficerCRD 2559521
JEFFREY WALDVOGEL
Chief Financial OfficerCRD 6526785
Contacts
3 of 4Giovanni Cordoves
Regional PresidentCRD 7717003
DAVID ZAMUDIO
Executive Vice PresidentCRD 7717773
CHARLES SCHREIBER
President and ChairmanCRD 4370325
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
Similar firms
HOLLENCREST CAPITAL MANAGEMENT
RIANEWPORT BEACH, CA
ROW ASSET MANAGEMENT, LLC
RIANEWPORT BEACH, CA
STRATEGIC GLOBAL ADVISORS, LLC
RIANEWPORT BEACH, CA
WINDJAMMER CAPITAL INVESTORS
RIANEWPORT BEACH, CA
JDL ADVISERS
RIANEWPORT BEACH, CA
APC ASSET DEVELOPMENT I, LP
RIANEWPORT BEACH, CA