Kbs Capital Advisors, LLC (Newport Beach)

Name: Kbs Capital Advisors, LLC
Address: 800 Newport Center Drive, Newport Beach, CA, 92660
Telephone: 949-417-6500

Kbs Capital Advisors, LLC is a related adviser based in Newport Beach. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of California.

Kbs Capital Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kbs Capital Advisors has custody of $469.65 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kbs Capital Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Kbs Capital Advisors serves?

The only and largest group of clients of Kbs Capital Advisors is pooled investment vehicles with 6 clients and $0 of assets under management. Among the 5 most similar advisory firms, Kbs Capital Advisors has the highest percentage of pooled investment vehicles out of all clients.

None of the firm’s clients are foreign persons or businesses.

Kbs Capital Advisors doesn't advise any private funds.

Careers at Kbs Capital Advisors, LLC

The company employs 74 people that are either part- or full-time employees. 1 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Executor Of The Estate Of Peter M. Bren Richard P. Bren joined the executive team most recently as the Limited Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Milton Bren	Chairman and president	1 Oct 2004	Other	4359833
Jr. Charles Jay Schreiber	Chief executive officer	1 Oct 2004	Other	4370325
Kbs Holdings Llc	Member	1 Oct 2004	75% - 100%	26-0104381
Mark Andrew Krotine	Chief compliance officer and evp, finance and accounting	1 Oct 2004	Other	4370331
David Eric Snyder	Chief financial officer	1 Nov 2008	Other	6152057
David E. Snyder	Chief financial officer	1 Nov 2008	Other	6152057
Rachel Escobar Umipig	Chief compliance officer	1 Mar 2014	Other	2559521
Jeffrey Keith Waldvogel	Chief financial officer	1 Jun 2015	Other	6526785

Indirect Owners

The SEC currently registers 10 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Schreiber Investments	General partner	1 Dec 2001	Other	33-0797413
Peter Mcmillan	Member, manager	1 Oct 2004	50% - 75%	1402443
Keith David Hall	Member, manager	1 Oct 2004	50% - 75%	1510575
Gpk Holdings Llc	Member	1 Oct 2004	25% - 50%	20-2810554
L.P. Pbren Investments	Member	1 Oct 2004	25% - 50%	77-0619328
Llc Pbren Investments	General partner	1 Oct 2004	Other	77-0619323
L.P. Schreiber Real Estate Investments	Member	1 Oct 2004	25% - 50%	81-0606334
Executor Of The Estate Of Peter M. Bren Richard P. Bren	Limited partner	1 May 2019	75% - 100%	xxx-xx-xxxx
Richard Peter Bren	Executor	1 May 2019	75% - 100%	1541251
Jr. Charles Jay Schreiber	Elected manager	1 May 2019	Other	4370325

Based in Newport Beach

The principal office where Kbs Capital Advisors, LLC performs its advisory services is located at 800 Newport Center Drive, Newport Beach, CA 92660, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-417-6500 or by fax 949-417-6501. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at kbs.com.