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KBS REALTY ADVISORS, LLC
CRD 119662File 801-61482
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.72B
Top 25% of cohort (national)
Discretionary AUM
$1.17B
Non-discretionary $1.56B
Clients
3
3 accounts
Employees
75
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Oct 4, 2002
- Principal office
- 800 NEWPORT CENTER DR., SUITE 700, NEWPORT BEACH, CA, 92660
- Phone
- 949-417-6500
- Website
- HTTP://WWW.KBS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.72B
- Discretionary AUM
- $1.17B
- Non-discretionary AUM
- $1.56B
- Discretionary accounts
- 1
- Non-discretionary accounts
- 2
- Total accounts
- 3
- AUM per client
- $908.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | Fewer than 5 | $1.17B |
| Pooled investment vehicles | 1 | $1.41B |
| Pension and profit sharing plans | Fewer than 5 | $148.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ACQUISITION AND ADMINISTRATIVE FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for other
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 79 | 75 | decreased by4 |
| Apr 1, 2026 | Clients | 7 | 3 | decreased by4 |
| Apr 1, 2026 | AUM | $2,914,639,447 | $2,724,994,407 | decreased by$189,645,040 |
| Apr 1, 2026 | Accounts | 7 | 3 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 113 | 79 | decreased by34 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,454,662,233 | $2,914,639,447 | decreased by$540,022,786 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6 | 7 | increased by1 |
| Apr 1, 2022 | Employees | 103 | 113 | increased by10 |
| Apr 1, 2022 | Clients | 8 | 6 | decreased by2 |
| Apr 1, 2022 | AUM | $3,647,801,465 | $3,454,662,233 | decreased by$193,139,232 |
| Apr 1, 2022 | Accounts | 8 | 6 | decreased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KBS REALTY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KBS REALTY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.