{ "crd_number": 119662, "slug": "kbs-realty-advisors-llc-newport-beach-ca-119662", "primary_business_name": "KBS REALTY ADVISORS, LLC", "legal_name": "KBS REALTY ADVISORS, LLC", "dbas": [], "city": "Newport Beach", "state": "CA", "country": "United States", "cbsa_code": "31080", "metro": { "cbsa_code": "31080", "common_name": "Los Angeles", "msa_name": "Los Angeles-Long Beach-Anaheim, CA", "path": "/advisors/ca/los-angeles" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2002-10-04", "years_registered": 23, "period": "2026-10-01", "filing_date": "2026-03-27", "carried_forward": false, "raum_total": 2724994407.0, "raum_discretionary": 1168262862.0, "raum_non_discretionary": 1556731545.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 75, "advisory_employees": 3, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "pension_profit_sharing": { "raum": 148433071.0, "count": 1, "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 1408298474.0, "count": 1 }, "sovereign_wealth_foreign_official": { "raum": 1168262862.0, "count": 1, "fewer_than_5": true } }, "compensation_types": [ "other", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "other", "pension_consulting", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://facebook.com/KBScre", "https://instagram.com/kbs_cre", "https://kbs.com", "https://linkedin.com/company/kbscre" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/119662", "city_as_filed": "NEWPORT BEACH", "url": "https://advisorcensus.com/firm/kbs-realty-advisors-llc-newport-beach-ca-119662", "display_name": "KBS Realty Advisors, LLC", "summary": "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.", "citation": "AdvisorCensus. KBS Realty Advisors, LLC (CRD 119662): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Pension consulting services", "Other" ], "quick_answers": [ { "q": "How is KBS Realty Advisors, LLC compensated?", "a": "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. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is KBS Realty Advisors, LLC located?", "a": "KBS Realty Advisors, LLC's principal office is in Newport Beach, CA, according to its Form ADV." }, { "q": "Is KBS Realty Advisors, LLC registered with the SEC or a state?", "a": "KBS Realty Advisors, LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 119662." }, { "q": "How much does KBS Realty Advisors, LLC manage?", "a": "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)." }, { "q": "How have KBS Realty Advisors, LLC's assets and staff changed since 2021?", "a": "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." }, { "q": "What types of clients does KBS Realty Advisors, LLC serve?", "a": "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)." }, { "q": "Does KBS Realty Advisors, LLC report any disciplinary disclosures?", "a": "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" } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 3647801465.0, "total_employees": 103, "filing_date": "2021-05-11" }, { "period": "2022-10-01", "regulatory_assets_under_management": 3454662233.0, "total_employees": 113, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 3399083257.0, "total_employees": 81, "filing_date": "2023-03-30" }, { "period": "2024-10-01", "regulatory_assets_under_management": 3121427581.0, "total_employees": 80, "filing_date": "2024-04-03" }, { "period": "2025-10-01", "regulatory_assets_under_management": 2914639447.0, "total_employees": 79, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 2724994407.0, "total_employees": 75, "filing_date": "2026-03-27" } ], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/kbs-realty-advisors-llc-newport-beach-ca-119662.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 1, "fewer_than_5": false, "raum": 1408298474.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 1, "fewer_than_5": true, "raum": 148433071.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 1, "fewer_than_5": true, "raum": 1168262862.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/119662", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }