Koll Bren Schreiber Realty Advisors, LLC is an investment adviser to a business development company based in Newport Beach. It manages $915.2 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of California.
Koll Bren Schreiber Realty Advisors 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.
The assets under management (AUM) of Koll Bren Schreiber Realty Advisors, LLC is $915.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 330% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Koll Bren Schreiber Realty Advisors, LLC for their services and products based on a percentage of assets under management and 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.
Peter Milton Bren joined the executive team most recently as the Chairman And President.
The principal office where Koll Bren Schreiber Realty Advisors, LLC 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. An additional office of the firm is in Boston, MA. 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 949-417-6518. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.kbsrealty.com.