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 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
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 4
Charles 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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