KBS CAPITAL ADVISORS, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2JEFFREY WALDVOGEL
Chief Financial OfficerCRD 6526785
RACHEL UMIPIG
Chief Compliance OfficerCRD 2559521
Contacts
3 of 4CHARLES SCHREIBER
President and ChairmanCRD 4370325
DAVID ZAMUDIO
Executive Vice PresidentCRD 7717773
Giovanni Cordoves
Regional PresidentCRD 7717003
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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