Private fund adviser · Newport Beach, CA
KBS Realty Advisors, LLC
SEC-registered investment adviser · CRD 119662 · SEC 801-61482
At a glance
KBS Realty Advisors, LLC is an SEC-registered investment adviser based in Newport Beach, California, with $2.7 billion in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 1,387th of 4,686 private fund advisers and 3,005th of 17,210 SEC-registered advisers by assets.
Main office 949-417-6500kbs.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.7B
- Rank among private fund advisers
- #1,387 of 4,686
- Rank among all SEC RIAs
- #3,005 of 17,210
- Rank in California
- #341 of 1,873
- Clients
- 3
- Accounts
- 3
- Discretionary
- 43% of AUM
- Employees
- 75
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Jr. C. J. SchreiberChairman and President
- Rachel E. UmipigChief Compliance Officer
- Marc DeLucaChief Executive Officer and Regional President, Eastern Region
- Jeffrey K. WaldvogelChief Financial Officer, Secretary & Treasurer
- Giovanni CordovesRegional President, Western U.S. Portfolio Operations
- David M. ZamudioExecutive Vice President, Human Resources
Custody and brokerage
Custodian
KBS Realty Advisors, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
KBS Realty Advisors, LLC is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: KBS Capital Markets Group LLC.
- KBS Capital Markets Group LLC ↗CRD 132299
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, April 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 1 | $1.4B | 52% |
| Sovereign wealth funds and foreign official institutions | 1 | $1.2B | 43% |
| Pension and profit sharing plans | 1 | $148M | 5% |
Disciplinary disclosures
KBS Realty Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Pension consulting
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗kbs.com ↗
AtlasMembers
The full record on KBS Realty Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,712 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does KBS Realty Advisors, LLC manage?
KBS Realty Advisors, LLC reports $2.7 billion in regulatory assets under management across 3 accounts, 43% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is KBS Realty Advisors, LLC?
KBS Realty Advisors, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are KBS Realty Advisors, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($1.4 billion, 1 clients); sovereign wealth funds and foreign official institutions ($1.2 billion, 1 clients); pension and profit sharing plans ($148 million, 1 clients).
Does KBS Realty Advisors, LLC have any disciplinary history?
KBS Realty Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is KBS Realty Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →