Kb Opportunity Investors (Newport Beach)

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. 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 5 indirect owners.

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.

Registered investment advisers similar to Kb Opportunity Investors

• Numeric Investors
• Williams, Jones & Associates
• Lmcg Investments
• Morgan Stanley Infrastructure
• Lockwood Advisors
• Alliant Retirement Services
• Sl Capital Partners
• Sceptre Investment Counsel Limited
• Windham Capital Management Boston
• Flexpath Strategies
• Lime Rock Management
• Nationwide Investment Advisors
• Boussard & Gavaudan Investment Management
• Congress Asset Management Company
• Scopia Capital Management