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| KBS Capital Advisors LLC
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| CRD # | 166213 |
| SEC # | 801-77576 |
| CIK # | |
| AUM | 1,701.5 M (2026-03-27) |
| Employees | 75 (4% Investors, 4% Brokers) |
| Fees | |
| Minimum | |
| Phone | 949-417-6500 |
| Address | 800 Newport Center Drive Newport Beach, CA 92660 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/27/2026) [Brochure] |
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Item 5 Fees and Compensation
KBSCA receives compensation for investment advisory and related services provided to its clients
pursuant to the terms of the applicable advisory agreements and governing documents. The fees
and expense reimbursement arrangements described below are paid by the clients and are fully
described in the applicable REIT prospectuses and public filings.
In connection with the advisory services it provides, KBSCA may receive some or all of the following
types of compensation, as applicable:
• Acquisition and Origination Fees, for services related to the identification, evaluation,
negotiation, and acquisition or origination of real estate investments and real estate‑related
loans;
• Asset Management Fees, for ongoing investment advisory and asset management services
with respect to real estate properties and real estate‑related investments;
• Disposition Fees, for services rendered in connection with the sale or disposition of real
estate properties or other real estate investments;
• Performance‑Based Compensation, including subordinated participation in net cash flows
or subordinated incentive fees, payable only after a client has received a return of its
invested capital and a specified return threshold has been achieved, as further described in
the applicable client’s governing documents; and
• Reimbursement of Expenses, including certain acquisition‑related, operating,
organizational, and administrative expenses incurred in connection with providing advisory
services, as permitted under the applicable advisory agreements and client governing
documents.
KBSCA does not maintain a separate or standardized fee schedule applicable across all clients. The
amount, calculation methodology, and timing of all fees and reimbursable expenses are established
by, and fully disclosed in, the applicable client’s charter, advisory agreement, prospectus, and
related public filings.
Certain affiliates of KBSCA may also receive compensation or expense reimbursements in
connection with services provided to the clients. Such arrangements are disclosed in the applicable
client prospectuses and public filings. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/27/2026) [Brochure] |
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Item 7 Types of Clients KBSCA provides investment advisory services to a publicly registered, non‑traded real estate investment trust that is sponsored and managed by KBSCA. As of the date of this Brochure, KBSCA’s sole client is KBS Real Estate Investment Trust III, Inc. |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 1.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 1.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1 | 1.7 |
| Total | 1 | 1.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.7 | |
| Total | 1 | 1.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Related Firms | State | AUM |
|---|---|---|
|
KBS Realty Advisors LLC
✚
|
CA | 2,725.0 M |
|
KBS Capital Advisors LLC
✚
|
CA | 1,701.5 M |
|
Koll BREN Schreiber Realty Advisors Inc
✚
|
CA |
| Comparable Firms | State | AUM |
|---|---|---|
|
Caius Capital US LP
✚
|
NY | 1,749.5 M |
|
BCPC Advisors LP
✚
|
MA | 1,739.5 M |
|
Advisorshares Investments LLC
✚
|
MD | 1,721.9 M |
|
Oldfield Partners LLP
✚
|
1,702.0 M | |
|
Fifth Down Cap LLC
✚
|
1,695.0 M | |
|
Advisors Preferred LLC
✚
|
MD | 1,688.2 M |
|
Perpetua Investment Managers PTY Limited
✚
|
1,672.5 M | |
|
KBI Global Investors North America Ltd
✚
|
1,663.9 M | |
|
Dock Street Capital Management LLC
✚
|
CT | 1,652.2 M |
|
LPC Realty Advisors I LLC
✚
|
IL | 1,649.9 M |