AUM
Employee Count
Main Office
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
Custodian | Location | AUM |
---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
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 | 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
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
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
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
STATE REGISTRATIONS |
CA, CA-01/29/2013 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV