Chief Compliance Officer · KBS Realty Advisors, LLC
Rachel E. Umipig
CRD 2559521 · Named on Form ADV at 2 SEC-registered advisers
At a glance
KBS Realty Advisors, LLC, an SEC-registered private fund adviser based in Newport Beach, CA with $2.7 billion in regulatory assets, lists Rachel E. Umipig on its Form ADV as Chief Compliance Officer. The SEC filings also name Rachel at 1 other registered adviser.
Firms and roles
- KBS Realty Advisors, LLCChief Compliance OfficerPrivate fund adviser · Newport Beach, CA · $2.7B in regulatory assets
- KBS Capital Advisors, LLCChief Compliance OfficerPrivate fund adviser · Newport Beach, CA · $1.7B in regulatory assets
AtlasMembers
Rachel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jr. C. J. SchreiberChairman and President, KBS Realty Advisors, LLC
- Marc DeLucaChief Executive Officer and Regional President, Eastern Region, KBS Realty Advisors, LLC
- Jeffrey K. WaldvogelChief Financial Officer, Secretary & Treasurer, KBS Realty Advisors, LLC
- Giovanni CordovesRegional President, Western U.S. Portfolio Operations, KBS Realty Advisors, LLC
- David M. ZamudioExecutive Vice President, Human Resources, KBS Realty Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rachel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.