Kbs Realty Advisors, Llc
- Regulatory AUM
- $2.7B
- Discretionary
- $1.2B
- Clients
- 3
- Avg AUM / client
- $908M
- Accounts
- 3
- Employees
- 75
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $1.4B | 51.7% |
| Pension and profit sharing plans | 1 | $148M | 5.45% |
| Sovereign wealth funds and foreign official institutions | 1 | $1.2B | 42.9% |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Schreiber, Jr., Charles, Jay | Chairman And President | Jan 2000 (27y) | ≈ 37.5% – 75% via Schreiber Real Estate Investments, Lp | |
| Umipig, Rachel, Escobar | Chief Compliance Officer | Mar 2014 (12y) | Less than 5% | |
| Bren, Richard, Peter | Trustee | Nov 2020 (6y) | 75% or more of Nonexempt Marital Trust Created Under The Peter Bren 2017 Trust (indirect) | |
| De Luca, Marc | Chief Executive Officer And Regional President, Eastern Region | Jan 2022 (5y) | Less than 5% | |
| Cordoves, Giovanni | Regional President, Western U.S. Portfolio Operations | Jan 2023 (4y) | Less than 5% | |
| Zamudio, David, Michael | Executive Vice President, Human Resources | Jan 2023 (4y) | Less than 5% | |
| Waldvogel, Jeffrey, Keith | Chief Financial Officer, Secretary & Treasurer | Sep 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pbren Investments, Lp | Member | Dec 2003 | A | 50% – 75% |
| Schreiber Real Estate Investments, Lp | Member | Jan 2003 | A | 50% – 75% |
| Richard P. Bren, Trustee Of The Nonexempt Marital Trust Created Under The Peter Bren 2017 Trust | Limited Partner | Nov 2020 | B | ≈ 37.5% – 75% via Pbren Investments, Lp |
| Nonexempt Marital Trust Created Under The Peter Bren 2017 Trust | General Partner | Nov 2020 | B | GP / trustee / elected manager of Pbren Investments, Lp (indirect) |
| Schreiber Investments, Llc | General Partner | Jan 2000 | B | GP / trustee / elected manager of Schreiber Real Estate Investments, Lp (indirect) |
Estimated effective ownership (look-through of filed bands):
- Schreiber, Jr., Charles, Jay: 75% – 100% of Schreiber Real Estate Investments, Lp × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Richard P. Bren, Trustee Of The Nonexempt Marital Trust Created Under The Peter Bren 2017 Trust: 75% – 100% of Pbren Investments, Lp × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.39 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • ACQUISITION AND ADMINISTRATIVE FEES
Services
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗