KBS CAPITAL ADVISORS, LLC
CRD #166213 SEC #801-77576 NEWPORT BEACH, CA 949-417-6500
SEC Registered
Total AUM
$2.1B
Discretionary
$0
Employees
79
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.1B | $0 | $2.1B | 79 | 0 |
| Apr 2024 | $2.6B | $0 | $2.6B | 80 | 0 |
| Mar 2024 | $2.6B | $0 | $2.6B | 80 | 0 |
| Mar 2023 | $3.2B | $0 | $3.2B | 81 | 0 |
| Mar 2022 | $3.6B | $0 | $3.6B | 113 | 0 |
| Sep 2021 | $4.3B | $0 | $4.3B | 99 | 0 |
| Sep 2021 | $4.3B | $0 | $4.3B | 99 | 0 |
| May 2021 | $4.3B | $0 | $4.3B | 99 | 0 |
| Apr 2021 | $4.3B | $0 | $4.3B | 99 | 0 |
| Mar 2021 | $4.3B | $0 | $4.3B | 99 | 0 |
| Nov 2020 | $5B | $0 | $5B | 97 | 0 |
| Mar 2020 | $5B | $0 | $5B | 97 | 0 |
DateMar 2025
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees79
Clients0
DateApr 2024
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees80
Clients0
DateMar 2024
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees80
Clients0
DateMar 2023
Total AUM$3.2B
Discretionary$0
Non-Disc.$3.2B
Employees81
Clients0
DateMar 2022
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees113
Clients0
DateSep 2021
Total AUM$4.3B
Discretionary$0
Non-Disc.$4.3B
Employees99
Clients0
DateSep 2021
Total AUM$4.3B
Discretionary$0
Non-Disc.$4.3B
Employees99
Clients0
DateMay 2021
Total AUM$4.3B
Discretionary$0
Non-Disc.$4.3B
Employees99
Clients0
DateApr 2021
Total AUM$4.3B
Discretionary$0
Non-Disc.$4.3B
Employees99
Clients0
DateMar 2021
Total AUM$4.3B
Discretionary$0
Non-Disc.$4.3B
Employees99
Clients0
DateNov 2020
Total AUM$5B
Discretionary$0
Non-Disc.$5B
Employees97
Clients0
DateMar 2020
Total AUM$5B
Discretionary$0
Non-Disc.$5B
Employees97
Clients0