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Kbs Capital Advisors, LLC

● SEC registered since 2013CRD 166213SEC# 801-77576Newport Beach, CA
Export (members)
Reg. AUM
$2.08B
Employees
79
Accounts
1
Location
Newport Beach, CA

Kbs Capital Advisors, LLC assets under management

Kbs Capital Advisors, LLC is an investment advisory firm registered with the SEC based in Newport Beach, CA. The firm has been registered since 2013. It reports $2.1 billion in regulatory assets under management and employs 79 people.

Kbs Capital Advisors, LLC owners & executives

18 reported
NameTitleOwnershipSince
David Michael ZamudioExecutive Vice President, Human ResourcesUnder 5%2023
Giovanni CordovesRegional President, Western U.s. Portfolio OperationsUnder 5%2023
Jeffrey Keith WaldvogelChief Financial Officer, Secretary & TreasurerUnder 5%2023
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Frequently asked questions

How much does Kbs Capital Advisors, LLC manage?

Kbs Capital Advisors, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.

How many employees does Kbs Capital Advisors, LLC have?

Kbs Capital Advisors, LLC reports 79 employees.

Where is Kbs Capital Advisors, LLC located?

Kbs Capital Advisors, LLC is based in Newport Beach, CA and has been SEC-registered since 2013.

Does Kbs Capital Advisors, LLC disclose fund performance?

Kbs Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address800 Newport Center Drive, Suite 700, Newport Beach, CA 92660
Phone949-417-6500
Fax949-417-6501
Office hours8:30 a.m. - 5:30 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$2.08B
Total (RAUM)$2.08B