KBS REALTY ADVISORS, LLC
Latest filing: Mar 28, 2025 (98 days ago)
AUM
$2,914,639,447
-7% change vs. 1 year ago
-16% change vs. 3 years ago
-16% 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
-25% change vs. 5 years ago
-28% change vs. 10 years ago
Main Office
NEWPORT BEACH, CA
800 NEWPORT CENTER DR., NEWPORT BEACH, CA, UNITED STATES, 92660
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.4 |
| Non-Discretionary | $1.5 |
| Total | $2.9 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $1.4 |
| Institutional | $1.5 |
| Total | $2.9 |
| 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 | $1.5 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $1.5 |
| 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 | 2% | $0.0 |
| Other | 98% | $1.5 |
| Total | 100% | $1.5 |
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 CAPITAL ADVISORS, LLC | $2.1 | 166213 | |
| KOLL BREN SCHREIBER REALTY ADVISORS, INC. | $0.0 | 108568 | |
| POLIS REALTY ADVISORS PROPERTY, LTD | $0.0 | - | |
| KBS MANAGEMENT GROUP LLC | $0.0 | - | |
| POLIS REALTY ADVISORS II, LTD | $0.0 | - | |
| KBS INVESTORS VII, LP | $0.0 | - | |
| KBS CAPITAL MARKETS GROUP LLC | $0.0 | broker-dealer | 132299 |
| POLIS REALTY ADVISORS, LTD | $0.0 | - | |
| THORNTON REALTY ADVISORS, LTD | $0.0 | - | |
| THORNTON REALTY ADVISORS II, LTD | $0.0 | - | |
| KBS ASIA PARTNERS, LTD | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
14 active
| Name | Title |
|---|---|
| SCHREIBER, JR., CHARLES, JAY | CHAIRMAN, PRESIDENT, SECRETARY & TREASURER, LIMITED PARTNER, ELECTED MANAGER |
| UMIPIG, RACHEL, ESCOBAR | CHIEF COMPLIANCE OFFICER |
| BREN, RICHARD, PETER | TRUSTEE |
| DELUCA, MARC | CHIEF EXECUTIVE OFFICER AND REGIONAL PRESIDENT, EASTERN REGION |
| WALDVOGEL, JEFFREY, KEITH | CHIEF FINANCIAL OFFICER |
| 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 | $2.9 | $0.0 | 0% | 79 | 0 | 0% |
| 2025-04-21 | $2.9 | $0.0 | 0% | 79 | 0 | 0% |
| 2024-04-02 | $3.1 | -$0.2 | -7% | 80 | -1 | -1% |
| 2023-04-04 | $3.4 | -$0.5 | -14% | 81 | -2 | -2% |
| 2022-04-01 | $3.5 | -$0.5 | -16% | 113 | -34 | -30% |
| 2021-04-05 | $3.6 | -$0.7 | -20% | 103 | -24 | -23% |
| 2020-04-01 | $3.5 | -$0.6 | -16% | 105 | -26 | -25% |
| 2019-04-01 | $0.0 | $0.0 | 0% | 77 | 2 | 3% |
| 2018-04-02 | $0.0 | $0.0 | 0% | 77 | 2 | 3% |
| 2017-04-01 | $0.0 | $0.0 | 0% | 110 | -31 | -28% |
| 2016-04-01 | $0.0 | $0.0 | 0% | 110 | -31 | -28% |
| 2015-04-01 | $0.0 | $0.0 | 0% | 110 | -31 | -28% |
| 2014-04-01 | $0.0 | $0.0 | 0% | 104 | -25 | -24% |
| 2013-04-01 | $8.9 | -$6.0 | -67% | 97 | -18 | -19% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-10/04/2002 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PENSION CONSULTING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV