KBS Capital Markets Group LLC
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 132299
- Registered since
- October 22, 2004
- Website
- kbs-cmg.com
Firm profile
FINTRXOverview
KBS Capital Markets Group LLC is organized as a limited liability company with ownership reported as a mix of a domestic entity and an individual. The firm is categorized as unclassified in the available dataset. The company has not supplied descriptions of its business or advisory activities to the data source, so there is limited public detail about its client focus, fee model, or day-to-day services. Available metadata flags indicate the firm is not a capital allocator, is not identified as an active ESG investor, is not registered as a multi-state adviser, is not newly formed, does not act as a pension consultant, and is not listed as a related adviser to another adviser. Those designations suggest the firm does not operate as a fund-of-funds or primary manager allocator and is not positioned as a multi-state registered advisory platform or pension-focused consultant, based on the dataset’s classifications.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Michael Zapata
Compliance OfficerCRD 2422544

Matthew Crary
Associate Vice PresidentCRD 4181506
Kenny Tam
Accounting ManagerCRD 7872457
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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