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Nbs Real Estate Capital, LLC (Portland)


Nbs Real Estate Capital, LLC is a large advisory firm based in Portland. It manages $282.9 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Oregon.

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Nbs Real Estate Capital provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Nbs Real Estate Capital: assets under management

The assets under management (AUM) of Nbs Real Estate Capital, LLC is $282.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 660% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $282.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $47.15 million each.
Nbs Real Estate Capital has custody of $3.38 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Nbs Real Estate Capital, LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 12 indirect owners.

Name Entity Date acquired Ownership Employer ID
J. Clayton Hering Limited partner 1 Jul 1993 25% - 50% 5699992
Inc. Nbs Management Northwest General partner 1 Jul 1993 Other 93-1118019
James Clayton Hering Limited partner 1 Jul 1993 25% - 50% 5699992
Kenneth J Griggs Member, board of mangers 1 Sep 2002 Other 1351709
Charles A. Kleier Member, board of managers 1 Sep 2002 Other 5699989
J. Blake Hering Member, board of managers 1 Sep 2002 Other 5699990
Michael L. Wood Member, board of managers 1 Sep 2002 Other 5699991
J. Clayton Hering Chairman, board of managers 1 Sep 2002 Other 5699992
Joseph F. Wood Member, board of managers 1 Sep 2002 Other 5699993
H. Roger Qualman Member, board of managers 1 Sep 2002 Other 5699994
L. Jan Robertson Member, board of managers 1 Sep 2002 Other 5699995
Christopher L. Johnson Member, board of managers 1 Sep 2002 Other 5699996

Based in Portland

The principal office where Nbs Real Estate Capital, LLC performs its advisory services is located at 121 Sw Morrison Street, Portland, OR 97204, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-952-0700 or by fax 503-952-0701. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.nbsrecapital.com.


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