KBS CAPITAL ADVISORS, LLC

Latest filing: Mar 28, 2025 (98 days ago)

AUM

$2,080,823,645
-19% change vs. 1 year ago
-42% change vs. 3 years ago
-59% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

79
-1% change vs. 1 year ago
-30% change vs. 3 years ago
-19% change vs. 5 years ago
259% change vs. 10 years ago

Main Office

NEWPORT BEACH, CA
800 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA, UNITED STATES, 92660

Client AUM

Discretion AUM
Discretionary $0.0
Non-Discretionary $2.1
Total $2.1
Client AUM
Retail $0.0
Pooled $2.1
Institutional $0.0
Total $2.1
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
KBS REALTY ADVISORS, LLC $2.9 119662
KOLL BREN SCHREIBER REALTY ADVISORS, INC. $0.0 108568
KBS CAPITAL MARKETS GROUP LLC $0.0 broker-dealer 132299
KBS ASIA PARTNERS, LTD $0.0 -
KBS MANAGEMENT GROUP LLC $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

18 active

Name Title
SCHREIBER, JR., CHARLES, JAY CHAIRMAN, PRESIDENT, SECRETARY & TREASURER, LIMITED PARTNER, ELECTED MANAGER, MANAGER
WALDVOGEL, JEFFREY, KEITH CHIEF FINANCIAL OFFICER
UMIPIG, RACHEL, ESCOBAR CHIEF COMPLIANCE OFFICER
BREN, RICHARD, PETER TRUSTEE
DELUCA, MARC CHIEF EXECUTIVE OFFICER AND REGIONAL PRESIDENT, EASTERN REGION
CORDOVES, GIOVANNI REGIONAL PRESIDENT, WESTERN U.S. PORTFOLIO OPERATIONS
ZAMUDIO, DAVID, MICHAEL EXECUTIVE VICE PRESIDENT, HUMAN RESOURCES

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-06-02 $2.1 $0.0 0% 79 0 0%
2025-04-21 $2.1 $0.0 0% 79 0 0%
2024-04-02 $2.6 -$0.5 -19% 80 -1 -1%
2023-04-04 $3.2 -$1.1 -35% 81 -2 -2%
2022-04-01 $3.6 -$1.5 -42% 113 -34 -30%
2021-04-05 $4.3 -$2.2 -52% 99 -20 -20%
2020-04-01 $5.0 -$2.9 -59% 97 -18 -19%
2019-04-01 $0.0 $0.0 0% 74 5 7%
2018-04-02 $0.0 $0.0 0% 92 -13 -14%
2017-04-01 $0.0 $0.0 0% 24 55 229%
2016-04-01 $0.0 $0.0 0% 22 57 259%
2015-04-01 $0.0 $0.0 0% 22 57 259%
2014-04-01 $0.0 $0.0 0% 22 57 259%
2013-04-01 $0.0 $0.0 0% 21 58 276%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
CA, CA-01/29/2013
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (POOLS)
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV