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 institutional registered investment adviser organized as an LLC and registered in 2013. The firm serves institutional clients and operates primarily as an adviser to pooled investment vehicles, acting in sponsor and GP/managing-member roles in addition to maintaining related-adviser relationships. It is not positioned as a capital allocator and does not identify as an active ESG investor. Fee arrangements include percentage-of-AUM charges, performance-based fees and other fee components. The firm is not a multistate adviser and also has affiliations that include broker-dealer activities and pension consulting roles.

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

    Jeffrey Waldvogel

    Chief Financial OfficerCRD 6526785

  • Rachel Umipig

    Rachel Umipig

    Chief Compliance OfficerCRD 2559521

Contacts

3 of 4
  • Charles Schreiber

    Charles Schreiber

    President and ChairmanCRD 4370325

  • David Zamudio

    David Zamudio

    Executive Vice PresidentCRD 7717773

  • Giovanni Cordoves

    Giovanni Cordoves

    Regional PresidentCRD 7717003

Unlock 1 more contacts

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