# KBS CAPITAL ADVISORS, LLC

KBS CAPITAL ADVISORS, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 166213
- Type: SEC-registered investment adviser
- SEC file number: 801-77576
- Location: 800 NEWPORT CENTER DRIVE, SUITE 700, NEWPORT BEACH, CA, 92660
- Phone: 949-417-6500
- Latest filing: 2026-03-27
- Regulatory AUM: $1.7B
- Non-discretionary AUM: $1.7B
- Clients: 75
- Accounts: 1

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: Investment cos

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| [Jr. Charles Schreiber](https://search.stillhousedata.com/person/705290) | CHAIRMAN AND PRESIDENT; ELECTED MANAGER; LIMITED PARTNER (+1 more) | — |
| [Rachel Escobar Umipig](https://search.stillhousedata.com/person/705291) | CHIEF COMPLIANCE OFFICER | — |
| [Jeffrey Keith Waldvogel](https://search.stillhousedata.com/person/705292) | CHIEF FINANCIAL OFFICER, SECRETARY & TREASURER | — |
| [Richard Peter Bren](https://search.stillhousedata.com/person/705293) | TRUSTEE | — |
| [Marc Deluca](https://search.stillhousedata.com/person/705294) | CHIEF EXECUTIVE OFFICER AND REGIONAL PRESIDENT, EASTERN REGION | — |
| [Giovanni Cordoves](https://search.stillhousedata.com/person/705295) | REGIONAL PRESIDENT, WESTERN U.S. PORTFOLIO OPERATIONS | — |
| [David Michael Zamudio](https://search.stillhousedata.com/person/705296) | EXECUTIVE VICE PRESIDENT, HUMAN RESOURCES | — |
| [BREN PETER MILTON](https://search.stillhousedata.com/person/761254) | CHAIRMAN AND PRESIDENT; LIMITED PARTNER; PARTNER | — |
| [SCHREIBER CHARLES JAY](https://search.stillhousedata.com/person/761256) | CEO, CHAIRMAN, PRESIDENT, SECRETARY & TREASURER; CHAIRMAN AND PRESIDENT; CHAIRMAN, PRESIDENT, SECRETARY & TREASURER (+5 more) | — |
| [KROTINE MARK ANDREW](https://search.stillhousedata.com/person/761257) | CHIEF COMPLIANCE OFFICER AND EVP, FINANCE AND ACCOUNTING | — |
| [MCMILLAN PETER](https://search.stillhousedata.com/person/795527) | MEMBER; MEMBER, MANAGER | — |
| [BREN JONATHAN PETER](https://search.stillhousedata.com/person/809445) | EXECUTOR; TRUSTEE | — |
| [HALL KEITH DAVID](https://search.stillhousedata.com/person/819146) | MEMBER; MEMBER, MANAGER | — |
| [SNYDER DAVID ERIC](https://search.stillhousedata.com/person/819147) | CHIEF FINANCIAL OFFICER | — |
| [UMIPIG RACHEL ESCOBAR](https://search.stillhousedata.com/person/819148) | CHIEF COMPLIANCE OFFICER | — |
| [SNYDER DAVID E](https://search.stillhousedata.com/person/825990) | CHIEF FINANCIAL OFFICER | — |
| [WALDVOGEL JEFFREY KEITH](https://search.stillhousedata.com/person/833381) | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, SECRETARY & TREASURER | — |
| [DeLuca Marc](https://search.stillhousedata.com/person/869185) | CHIEF EXECUTIVE OFFICER AND REGIONAL PRESIDENT, EASTERN REGION | — |
| [Cordoves Giovanni](https://search.stillhousedata.com/person/872227) | REGIONAL PRESIDENT, WESTERN U.S. PORTFOLIO OPERATIONS | — |
| [ZAMUDIO DAVID MICHAEL](https://search.stillhousedata.com/person/872228) | EXECUTIVE VICE PRESIDENT, HUMAN RESOURCES | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166213/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166213/similar
- Related entities: https://search.stillhousedata.com/firm/166213/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166213

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.