Kbs Realty Advisors, LLC is a pension cosultant based in Newport Beach. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.
Kbs Realty Advisors provides pension consulting services and real estate limited partnerships. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Kbs Realty Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pooled investment vehicles and pension and profit sharing plans. The largest group of clients of Kbs Realty Advisors is pooled investment vehicles with 1 clients and $0 of assets under management. Among the 5 most similar advisory firms, Kbs Realty Advisors has the highest percentage of pooled investment vehicles out of all clients.
None of the firm’s clients are foreign persons or businesses.
Kbs Realty Advisors doesn't advise any private funds.
The company employs 77 people that are either part- or full-time employees. No employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Kbs Realty Advisors, LLC performs its advisory services is located at 800 Newport Center Dr., Newport Beach, CA 92660, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 949-417-6500 or by fax 949-417-6501. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at kbs.com.