KBS REALTY ADVISORS, LLC

RIASEC RegisteredEst. 2002
Total AUM
$2.7B
Discretionary
$1.2B
43% of AUM
Avg account
$908M
Accounts
3
Employees
75
Advisory reps
6

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 98%, Cash & Cash Equivalents 2%98%
  • Other98%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • RACHEL UMIPIG

    Chief Compliance OfficerCRD 2559521

  • JEFFREY WALDVOGEL

    Chief Financial OfficerCRD 6526785

Contacts

3 of 4
  • Giovanni Cordoves

    Regional PresidentCRD 7717003

  • DAVID ZAMUDIO

    Executive Vice PresidentCRD 7717773

  • CHARLES SCHREIBER

    President and ChairmanCRD 4370325

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth