KBS REALTY ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.72B |
| Discretionary | $1.17B43% of AUM |
| Non-Discretionary | $1.56B |
| Client Accounts | 3 |
| Avg Account Size | $908.3M |
| Employees | 75 |
| Peak AUM | $8.87BMar 2012 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.7B | 6.5% | 7.1% | 5.7% | |
| Discretionary AUM | $1.2B | ||||
Key Metrics
| Total AUM | $2.72B |
| Discretionary | $1.17B |
| Employees | 75 |
| Client Accounts | 3 |
Contact & Location
Address
800 NEWPORT CENTER DR.
NEWPORT BEACH CA 92660
Phone
949-417-6500
Filing History
39 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.2B
42.9% of AUM
Non-Discretionary
$1.6B
57.1% of AUM
Disc. mix ▼ 4.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Pension Plans
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Related Entities (Item 7)
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