Asset ManagerRIA · CRD 166213SEC-Registered

Updated:

KBS Capital Advisors

KBS Capital Advisors, LLC is an SEC-registered investment adviser in Newport Beach, CA, registered since 2013. The firm manages approximately $1.7 billion in...

KBS Capital Advisors

KBS Capital Advisors, LLC is an SEC-registered investment adviser in Newport Beach, CA, registered since 2013. The firm manages approximately $1.7 billion in regulatory assets. It has 75 employees and 3 investment advisers.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

Frequently asked questions

What is the investment mandate of KBS Capital Advisors?

The firm originates and manages private commercial real estate credit, including senior bridge loans, mezzanine debt, and preferred equity positions. These instruments are typically secured by transitional properties — assets undergoing lease-up, renovation, or recapitalization — across office, multifamily, industrial, and select hospitality sectors. KBS Capital Advisors structures these loans as hold-to-maturity positions rather than trading them in secondary markets.

How is KBS Capital Advisors related to the broader KBS real estate group?

KBS Capital Advisors operates within the affiliated network of KBS real estate companies, which historically includes sponsors of non-traded REITs and institutional equity vehicles. While the credit advisory firm is a legally distinct Registered Investment Adviser, the connection provides proximity to property-level operational expertise and potential origination sourcing that a standalone credit manager would not possess. The exact ownership and governance ties between entities in the KBS group are not publicly detailed.

What fund structures does KBS Capital Advisors manage?

The firm's SEC registration indicates it manages pooled investment vehicles, consistent with a closed-end private credit fund structure. It does not appear to offer separately managed accounts or publicly listed products based on available regulatory filings. The firm has not publicly disclosed the fund series names, vintage years, or specific investor composition of its vehicles.

What is the known track record or scale of KBS Capital Advisors?

The firm does not publicly disclose assets under management, deployment totals, or performance track records in accessible regulatory or industry databases. Its operational scale is materially smaller than publicly traded or widely tracked private real estate credit managers. Without a public fundraise announcement or investor disclosure, the timeline and volume of its origination activity remain externally unverifiable.

Who runs investment decisions at KBS Capital Advisors?

The named principals and investment committee members of KBS Capital Advisors are not identified in publicly available regulatory filings or firm communications. This opacity is not uncommon for smaller, privately held real estate credit managers operating within a family of affiliated property companies. An institutional allocator conducting direct due diligence would need to request the ADV Part 2B to review key investment personnel backgrounds.

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