# KBS Capital Advisors, LLC

> KBS Capital Advisors, LLC is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 166213
- Filed as: KBS CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166213
- AdvisorCensus page: https://advisorcensus.com/firm/kbs-capital-advisors-llc-newport-beach-ca-166213

## Quick answers

**How is KBS Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), KBS Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is KBS Capital Advisors, LLC located?**
KBS Capital Advisors, LLC's principal office is in Newport Beach, CA, according to its Form ADV.

**Is KBS Capital Advisors, LLC registered with the SEC or a state?**
KBS Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 166213.

**How much does KBS Capital Advisors, LLC manage?**
KBS Capital Advisors, LLC reports $1,701,536,181 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (0% discretionary).

**How have KBS Capital Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for KBS Capital Advisors, LLC: Regulatory assets under management: $4,304,797,900 in the October 2021 data and $1,701,536,181 in the October 2026 data, down 60%. Total employees: 99 in October 2021 and 75 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does KBS Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does KBS Capital Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166213

**What changed in KBS Capital Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $2,080,823,645 to $1,701,536,181 (-18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,701,536,181
- Discretionary: $0
- Non-discretionary: $1,701,536,181

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $1,701,536,181 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 75 total, 3 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kbs.com
- Facebook @KBScre
- Instagram @kbs_cre
- LinkedIn @kbscre

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,304,797,900 | 99 | September 10, 2021 |
| October 2022 | $3,564,361,986 | 113 | March 31, 2022 |
| October 2023 | $3,224,593,969 | 81 | March 30, 2023 |
| October 2024 | $2,555,927,641 | 80 | April 3, 2024 |
| October 2025 | $2,080,823,645 | 79 | March 28, 2025 |
| October 2026 | $1,701,536,181 | 75 | March 27, 2026 |

Regulatory assets under management: $4,304,797,900 in the October 2021 data and $1,701,536,181 in the October 2026 data, down 60%.
Total employees: 99 in October 2021 and 75 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $2,080,823,645 to $1,701,536,181 (-18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. KBS Capital Advisors, LLC (CRD 166213): Form ADV filing data as of October 2026.