Koll Bren Schreiber Realty Advisors, LLC (Newport Beach)

Name: Koll Bren Schreiber Realty Advisors, LLC
Address: 620 Newport Center Dr., Suite 1300, Newport Beach, CA, 92660
Telephone: 949-417-6500

Koll Bren Schreiber Realty Advisors, LLC is an investment adviser to a business development company based in Newport Beach. It manages $915.2 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of California.

Koll Bren Schreiber Realty Advisors 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.

Koll Bren Schreiber Realty Advisors: assets under management

The assets under management (AUM) of Koll Bren Schreiber Realty Advisors, LLC is $915.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 330% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $915.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $457.6 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Koll Bren Schreiber Realty Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Koll Bren Schreiber Realty Advisors, LLC

Peter Milton Bren joined the executive team most recently as the Chairman And President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Milton Bren	Chairman and president	1 Jan 2000	25% - 50%	4359833
Donald Milton Koll	Vice-chairman	1 Jan 2000	Other	4370303
Jr. Charles Jay Schreiber	Chief executive officer	1 Jan 2000	25% - 50%	4370325
Mark Andrew Krotine	Corporate controller	1 Jan 2000	Other	4370331

Based in Newport Beach

The principal office where Koll Bren Schreiber Realty Advisors, LLC 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. An additional office of the firm is in Boston, MA. 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 949-417-6518. 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 www.kbsrealty.com.