KBS Realty Advisors, LLC

RIASEC RegisteredEst. 2002

Total AUM

$2.7B

Discretionary

$1.2B

43% of AUM

Avg account

$908M

Accounts

3

Employees

75

Advisory reps

6

Firm details

Headquarters: Newport Beach, California
CRD number: 119662
Registered since: October 4, 2002
Website: kbs.com
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles51.68%
Sovereign Wealth Funds42.87%
Pension & Profit Sharing Plans5.45%
Services: Portfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

KBS Realty Advisors, LLC is an institutional registered investment adviser formed in 2002 that works primarily with institutional clients. The firm’s advisory activity centers on portfolio management for pooled investment vehicles and it also lists pension consulting services among its offerings. Its fee arrangements include asset-based fees, performance‑based fees and other fee structures. The adviser does not identify as an active ESG investor and is not designated as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Other98%
Cash & Cash Equivalents2%

Owners & executives

2 of 2

Rachel Umipig
Chief Compliance OfficerCRD 2559521
Jeffrey Waldvogel
Chief Financial OfficerCRD 6526785

Contacts

3 of 4

Giovanni Cordoves
Regional PresidentCRD 7717003
David Zamudio
Executive Vice PresidentCRD 7717773
Charles Schreiber
President and ChairmanCRD 4370325

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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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