KBS CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2013
Total AUM
$1.7B
Discretionary
$0
0% of AUM
Avg account
$1.7B
Accounts
1
Employees
75
Advisory reps
6

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
166213
Registered since
January 29, 2013
Website
kbs.com
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

KBS Capital Advisors, LLC is an SEC-registered advisory firm (registered in 2013) organized as a limited liability company that serves institutional clients. The firm focuses on managing pooled investment vehicles and also acts in sponsor/GP or managing-member roles for pooled structures. It maintains relationships with other industry entities, including broker-dealers and affiliated advisers. KBS Capital Advisors charges asset-based fees and can collect performance-based compensation alongside other fee arrangements. The firm reports that it is not an active ESG investor. The ownership is described as a mix of domestic entity and individual ownership, and the adviser is identified as a related adviser within its broader corporate footprint.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • JEFFREY WALDVOGEL

    Chief Financial OfficerCRD 6526785

  • RACHEL UMIPIG

    Chief Compliance OfficerCRD 2559521

Contacts

3 of 4
  • CHARLES SCHREIBER

    President and ChairmanCRD 4370325

  • DAVID ZAMUDIO

    Executive Vice PresidentCRD 7717773

  • Giovanni Cordoves

    Regional PresidentCRD 7717003

Unlock 1 more contacts

Wealth teams

FINTRX

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