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KBS CAPITAL ADVISORS, LLC
CRD 166213File 801-77576
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.70B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $1.70B
Clients
1
1 accounts
Employees
75
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 29, 2013
- Principal office
- 800 NEWPORT CENTER DRIVE, SUITE 700, NEWPORT BEACH, CA, 92660
- Phone
- 949-417-6500
- Website
- HTTP://WWW.KBS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.70B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.70B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1
- Total accounts
- 1
- AUM per client
- $1.70B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $1.70B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ACQUISITION AND DISPOSITION FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- 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 | AUM | $2,080,823,645 | $1,701,536,181 | decreased by$379,287,464 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 113 | 79 | decreased by34 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3 | 1 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,564,361,986 | $2,080,823,645 | decreased by$1,483,538,341 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3 | 1 | decreased by2 |
| Apr 1, 2022 | Employees | 99 | 113 | increased by14 |
| Apr 1, 2022 | AUM | $4,304,797,900 | $3,564,361,986 | decreased by$740,435,914 |
| 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 CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KBS CAPITAL” 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.