AdvisorCensus / Financial advisors / California / Los Angeles / KBS Realty Advisors, LLC
KBS Realty Advisors, LLC is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2002, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.
Quick answers
From the filingHow is KBS Realty Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), KBS Realty Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.
Where is KBS Realty Advisors, LLC located?
KBS Realty Advisors, LLC's principal office is in Newport Beach, CA, according to its Form ADV.
Is KBS Realty Advisors, LLC registered with the SEC or a state?
KBS Realty Advisors, LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 119662.
How much does KBS Realty Advisors, LLC manage?
KBS Realty Advisors, LLC reports $2,724,994,407 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (43% discretionary).
How have KBS Realty Advisors, LLC's assets and staff changed since 2021?
In the Form ADV data for KBS Realty Advisors, LLC: Regulatory assets under management: $3,647,801,465 in the October 2021 data and $2,724,994,407 in the October 2026 data, down 25%. Total employees: 103 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 Realty 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); pension and profit sharing plans (but not the plan participants or government pension plans) (1); sovereign wealth funds and foreign official institutions (1).
Does KBS Realty 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/119662
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 27, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$2,724,994,407 as of October 2026, filing dated March 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2002 (23 years)
- Employees
- Total: 75. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $2,724,994,407 | 75 | March 27, 2026 |
| October 2025 | $2,914,639,447 | 79 | March 28, 2025 |
| October 2024 | $3,121,427,581 | 80 | April 3, 2024 |
| October 2023 | $3,399,083,257 | 81 | March 30, 2023 |
| October 2022 | $3,454,662,233 | 113 | March 31, 2022 |
| October 2021 | $3,647,801,465 | 103 | May 11, 2021 |
Regulatory assets under management: $3,647,801,465 in the October 2021 data and $2,724,994,407 in the October 2026 data, down 25%.
Total employees: 103 in October 2021 and 75 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. KBS Realty Advisors, LLC (CRD 119662): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/kbs-realty-advisors-llc-newport-beach-ca-119662