# 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.

- CRD: 119662
- Filed as: KBS REALTY 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/119662
- AdvisorCensus page: https://advisorcensus.com/firm/kbs-realty-advisors-llc-newport-beach-ca-119662

## Quick answers

**How 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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

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

### Regulatory assets under management (Item 5.F)
- Total: $2,724,994,407
- Discretionary: $1,168,262,862
- Non-discretionary: $1,556,731,545

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $1,408,298,474 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $148,433,071 |
| Sovereign wealth funds and foreign official institutions | 1 | $1,168,262,862 |

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

### Firm details
- Registered since: 2002 (23 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 | $3,647,801,465 | 103 | May 11, 2021 |
| October 2022 | $3,454,662,233 | 113 | March 31, 2022 |
| October 2023 | $3,399,083,257 | 81 | March 30, 2023 |
| October 2024 | $3,121,427,581 | 80 | April 3, 2024 |
| October 2025 | $2,914,639,447 | 79 | March 28, 2025 |
| October 2026 | $2,724,994,407 | 75 | March 27, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. KBS Realty Advisors, LLC (CRD 119662): Form ADV filing data as of October 2026.