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Kb Opportunity Investors (Newport Beach)


Kb Opportunity Investors is an investment adviser to a business development company based in Newport Beach. It manages $7.04 billion of regulatory assets for 43 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.




Kb Opportunity Investors provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and 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.

Kb Opportunity Investors: assets under management

The assets under management (AUM) of Kb Opportunity Investors is $7.04 billion. The firm's AUM has grown by 1910% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5.66 billion in discretionary accounts and $1.38 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $145.05 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $345 million.
Kb Opportunity Investors has custody of $96.78 million in cash and securities for 40 clients in total and acts as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kb Opportunity Investors for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Koll Investment Management General partner 1 Jan 1994 75% - 100% 33-0367147
Peter Milton Bren President 1 Jan 1994 75% - 100% 4359833
Inc. Cb Ricahrd Ellis Owner 1 Jan 1994 75% - 100% 95-2743174
Inc. Cb Richard Ellis Owner 1 Jan 1994 75% - 100% 95-2743174
Inc. Cb Richard Ellis Services Owner 1 Aug 1999 75% - 100% 52-1616016

Based in Newport Beach

The principal office where Kb Opportunity Investors performs its advisory services is located at 620 Newport Center Dr., Suite 1300, Newport Beach, CA 92660, 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 949-417-6500 or by fax 949-797-0330. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday.


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