Kb Opportunity Investors is an investment adviser to a business development company based in Newport Beach. It manages $7.04 billion of regulatory assets for 43 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Kb Opportunity Investors provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and market timing services. 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 assets under management (AUM) of Kb Opportunity Investors is $7.04 billion. The firm's AUM has grown by 1910% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kb Opportunity Investors 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 principal office where Kb Opportunity Investors performs its advisory services is located at 620 Newport Center Dr., Suite 1300, 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 949-797-0330. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday.