Kbs Realty Advisors, LLC (Newport Beach)

Name: Kbs Realty Advisors, LLC
Address: 800 Newport Center Dr., Newport Beach, CA, 92660
Telephone: 949-417-6500

Kbs Realty Advisors, LLC is a pension cosultant based in Newport Beach. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.

Kbs Realty Advisors provides pension consulting services and real estate limited partnerships. 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 Realty Advisors has custody of $87.97 million in cash and securities for 8 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kbs Realty 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 Realty Advisors serves?

The firm provides services to pooled investment vehicles and pension and profit sharing plans. The largest group of clients of Kbs Realty Advisors is pooled investment vehicles with 1 clients and $0 of assets under management. Among the 5 most similar advisory firms, Kbs Realty 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 Realty Advisors doesn't advise any private funds.

Careers at Kbs Realty Advisors, LLC

The company employs 77 people that are either part- or full-time employees. No 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Milton Bren	Chairman, president, and managing member	1 Jan 2000	Other	4359833
Jr. Charles Jay Schreiber	Chief executive officer, and managing member	1 Jan 2000	Other	4370325
Mark Andrew Krotine	Corporate controller and chief compliance officer	1 Jan 2000	Other	4370331
Lp Schreiber Real Estate Investments	Member	1 Jan 2003	50% - 75%	81-0606334
Lp Pbren Investments	Member	1 Dec 2003	50% - 75%	77-0619328
Rachel Escobar Umipig	Chief compliance officer	1 Mar 2014	Other	2559521

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Schreiber Investments	General partner	1 Jan 2000	Other	33-0797413
Llc Pbren Investments	General partner	1 Dec 2003	Other	77-0619323
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 Realty Advisors, LLC performs its advisory services is located at 800 Newport Center Dr., Newport Beach, CA 92660, which is also the mailing address of the firm. 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. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at kbs.com.