Kbs Capital Advisors, Llc
- Regulatory AUM
- $1.7B
- Discretionary
- $0
- Clients
- 1
- Avg AUM / client
- $1.7B
- Accounts
- 1
- 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 | $1.7B | 100.0% |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Schreiber, Jr., Charles, Jay | Chairman And President | Oct 2004 (22y) | ≈ 28.13% – 75% via Schreiber Real Estate Investments, L.P. | |
| Umipig, Rachel, Escobar | Chief Compliance Officer | Mar 2014 (12y) | Less than 5% | |
| Bren, Richard, Peter | Trustee | Nov 2020 (6y) | GP / trustee / elected manager of Richard P. Bren, Trustee Of The 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 |
|---|---|---|---|---|
| Kbs Holdings Llc | Member | Oct 2004 | A | 75% or more |
| Richard P. Bren, Trustee Of The Nonexempt Marital Trust Created Under The Peter Bren 2017 Trust | Limited Partner | Nov 2020 | B | ≈ 28.13% – 75% via Pbren Investments, L.P. |
| Pbren Investments, L.P. | Member | Oct 2004 | B | ≈ 37.5% – 75% via Kbs Holdings Llc |
| Schreiber Real Estate Investments, L.P. | Member | Oct 2004 | B | ≈ 37.5% – 75% via Kbs Holdings Llc |
| Schreiber Investments, Llc | General Partner | Dec 2001 | B | GP / trustee / elected manager of Schreiber Real Estate Investments, L.P. (indirect) |
| Pbren Investments, Llc | General Partner | Oct 2004 | B | GP / trustee / elected manager of Pbren Investments, L.P. (indirect) |
| Pbcs Management Llc | Manager | Oct 2019 | B | GP / trustee / elected manager of Pbren Investments, Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Schreiber, Jr., Charles, Jay: 75% – 100% of Schreiber Real Estate Investments, L.P. × 50% – 75% of Kbs Holdings Llc × 75% – 100% direct ≈ 28.13% – 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, L.P. × 50% – 75% of Kbs Holdings Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Pbren Investments, L.P.: 50% – 75% of Kbs Holdings Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Schreiber Real Estate Investments, L.P.: 50% – 75% of Kbs Holdings Llc × 75% – 100% 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 | 1.2 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 DISPOSITION FEES
Services
- • Portfolio management for pooled investment vehicles
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) ↗