NEWPORT BEACH, CACRD 119662Latest 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, and 3 accounts.
Assets Under Management
$2.7B
Employees
75
Offices
--
Total Clients
<5
Primary office
NEWPORT BEACH, CA
800 NEWPORT CENTER DR., SUITE 700, NEWPORT BEACH, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 17, 2026
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
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.
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
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%)
* 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.