Investment adviser · CRD 108568

KOLL BREN SCHREIBER REALTY ADVISORS, INC.

Investment adviser filing (IA)

NEWPORT BEACH, CA, United States · Form ADV filed Mar 26, 2025

Regulatory AUM
$128K
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
79
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Government entitiesFewer than 5$128,212100.0%
Filing source

Form ADV 1964819 · Mar 26, 2025 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 26, 2025. View historical filings

Reported services

Pension consulting

Compensation

Percentage of assets · Performance-based

Principal office

800 NEWPORT CENTER DR., SUITE 700
NEWPORT BEACH, CA, 92660, United States

CRD 108568

Filing source

Form ADV 1964819 · Mar 26, 2025 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.