Firm profile

Kbs Realty Advisors, LLC

NEWPORT BEACH, CACRD 119662Registration Status: ApprovedEffective since October 4, 2002SEC # 801-61482Latest ADV March 27, 2026

Kbs Realty Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 27, 2026, reports $2.7B in regulatory assets under management, 75 employees, 1 office, and 3 accounts.

Assets Under Management
$2.7B
Employees
75
Offices
1 office
Total Clients
<5

Associated firm names

2 names listed
  • KBS REALTY ADVISORS, LLC
  • KOLL BREN SCHREIBER REALTY ADVISORS, LLC

Leadership

3 roles identified
CEOMarc Deluca
CCORachel E. Umipig
CFOJeffrey K. Waldvogel

Advisory services offered

3 types reported
Other advisory services
Pension consulting services
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Other fee arrangements
Performance-based fees

Offices & Contact

Primary office

NEWPORT BEACH, California, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

California

NEWPORT BEACHPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.7Bas of March 27, 2026
Discretionary42.9%
$1.2B
43% of total RAUM42.9%
Non-discretionary57.1%
$1.6B
57% of total RAUM57.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 33.3% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
33.3%
1
2
Pension Plans
33.3%
1
3
Sovereign Wealth
33.3%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Sovereign wealth funds and foreign official institutions<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$2.7B
Total Accounts3
10Y AUM Change+$2.7B

Private Funds

Private funds reported by Kbs Realty Advisors, LLC

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees75
Clients per Employee0:1
10Y Employee Change-35 (-31.8%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
PBREN INVESTMENTS, LPDirect owner · Schedule AInterest in KBS REALTY ADVISORS, LLC
50% to < 75%
SCHREIBER REAL ESTATE INVESTMENTS, LPDirect owner · Schedule AInterest in KBS REALTY ADVISORS, LLC
50% to < 75%
JR. CHARLES JAY SCHREIBERIndirect owner · Schedule BInterest in SCHREIBER REAL ESTATE INVESTMENTS, LP
75%+
RICHARD P. BREN, TRUSTEE OF THE NONEXEMPT MARITAL TRUST CREATED UNDER THE PETER BREN 2017 TRUSTIndirect owner · Schedule BInterest in PBREN INVESTMENTS, LP
75%+
RICHARD PETER BRENIndirect owner · Schedule BInterest in NONEXEMPT MARITAL TRUST CREATED UNDER THE PETER BREN 2017 TRUST
75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Kbs Realty Advisors, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-03-27 · Schedules A and B

14 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1JR. CHARLES JAY SCHREIBERCHAIRMAN AND PRESIDENTIndividualKBS REALTY ADVISORS, LLCLess than 5%Code NAYesCHAIRMAN AND PRESIDENT09/2023Schedule APDF page 29
2PBREN INVESTMENTS, LPMEMBERDomestic entityKBS REALTY ADVISORS, LLC50% to less than 75%Code DYesMEMBER12/2003Schedule APDF page 29
3SCHREIBER REAL ESTATE INVESTMENTS, LPMEMBERDomestic entityKBS REALTY ADVISORS, LLC50% to less than 75%Code DYesMEMBER01/2003Schedule APDF page 29
4RACHEL ESCOBAR UMIPIGCHIEF COMPLIANCE OFFICERIndividualKBS REALTY ADVISORS, LLCLess than 5%Code NANoCHIEF COMPLIANCE OFFICER03/2014Schedule APDF page 29
5Marc DeLucaCHIEF EXECUTIVE OFFICER AND REGIONAL PRESIDENT, EASTERN REGIONIndividualKBS REALTY ADVISORS, LLCLess than 5%Code NANoCHIEF EXECUTIVE OFFICER AND REGIONAL PRESIDENT, EASTERN REGION01/2022Schedule APDF page 29
6JEFFREY KEITH WALDVOGELCHIEF FINANCIAL OFFICER, SECRETARY & TREASURERIndividualKBS REALTY ADVISORS, LLCLess than 5%Code NANoCHIEF FINANCIAL OFFICER, SECRETARY & TREASURER09/2023Schedule APDF page 29
7Giovanni CordovesREGIONAL PRESIDENT, WESTERN U.S. PORTFOLIO OPERATIONSIndividualKBS REALTY ADVISORS, LLCLess than 5%Code NANoREGIONAL PRESIDENT, WESTERN U.S. PORTFOLIO OPERATIONS01/2023Schedule APDF page 29
8DAVID MICHAEL ZAMUDIOEXECUTIVE VICE PRESIDENT, HUMAN RESOURCESIndividualKBS REALTY ADVISORS, LLCLess than 5%Code NANoEXECUTIVE VICE PRESIDENT, HUMAN RESOURCES01/2023Schedule APDF page 29
9NONEXEMPT MARITAL TRUST CREATED UNDER THE PETER BREN 2017 TRUSTGENERAL PARTNERDomestic entityPBREN INVESTMENTS, LPPercentage not specifiedCode FYesGENERAL PARTNER11/2020Schedule BPDF page 30
10SCHREIBER INVESTMENTS, LLCGENERAL PARTNERDomestic entitySCHREIBER REAL ESTATE INVESTMENTS, LPPercentage not specifiedCode FYesGENERAL PARTNER01/2000Schedule BPDF page 30
11JR. CHARLES JAY SCHREIBERLIMITED PARTNERIndividualSCHREIBER REAL ESTATE INVESTMENTS, LP75% or moreCode EYesLIMITED PARTNER01/2000Schedule BPDF page 30
12RICHARD P. BREN, TRUSTEE OF THE NONEXEMPT MARITAL TRUST CREATED UNDER THE PETER BREN 2017 TRUSTLIMITED PARTNERDomestic entityPBREN INVESTMENTS, LP75% or moreCode EYesLIMITED PARTNER11/2020Schedule BPDF page 30
13RICHARD PETER BRENTRUSTEEIndividualNONEXEMPT MARITAL TRUST CREATED UNDER THE PETER BREN 2017 TRUST75% or moreCode ENoTRUSTEE11/2020Schedule BPDF page 30
14JR. CHARLES JAY SCHREIBERELECTED MANAGERIndividualPBREN INVESTMENTS, LPPercentage not specifiedCode FYesELECTED MANAGER05/2019Schedule BPDF page 30

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/27/2026 7:38:14 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.