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| UBS Realty Investors LLC
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|---|---|
| CRD # | 107758 |
| SEC # | 801-45426 |
| CIK # | 0000916051 |
| AUM | 2,337.7 M (2026-03-31) |
| Employees | 94 (27% Investors, 10% Brokers) |
| Fees | |
| Minimum | |
| Phone | 860-616-9000 |
| Address | 10 State House Square Hartford, CT 06103-3604 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | UBS Cold Storage Family Office Fund I LP | [2023-03-31] | 64.1 M | 54.4 M |
| Offered $64,064,064 · Filed 2022-11-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | Trumbull US Core Multi-Fund LP | [2013-08-23] | 34.7 M | 13.2 M |
| Filed 2025-02-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Trumbull Property Income Fund LP | [2012-03-30] | 4,653.7 M | 2,227.5 M |
| Filed 2025-02-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 2.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 2.3 |
| By Discretionary | ||
| Discretionary | 3 | 2.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 3 | 2.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Timothy Walsh | Executive Officer | 70 | 6 | |
| Matthew Johnson | Executive Officer | 51 | 4 | |
| James Lynch | Executive Officer | 25 | 4 | |
| William Hughes Jr | Executive Officer | 10 | 4 | |
| Matthew Lynch | Executive Officer | 20 | 3 | |
| William Harrison | Executive Officer | 16 | 3 | |
| Steven Kapiloff | Executive Officer | 16 | 3 | |
| Thomas O'shea | Executive Officer | 15 | 3 | |
| John Connelly | Executive Officer | 15 | 3 | |
| Amy White | Executive Officer | 13 | 3 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.1B |
| Clients | 3 |
| Serves | Institutional |
| Related Firms | State | AUM |
|---|---|---|
|
UBS Financial Services Inc
✚
|
NJ | 915.79 B |
|
UBS Realty Investors LLC
✚
|
CT | 2,337.7 M |
|
UBS Fund Advisor LLC
✚
|
NY | |
|
UBS Hedge Fund Solutions LLC
✚
|
CT | |
|
UBS OConnor LLC
✚
|
IL | |
|
UBS Asset Management Americas Inc
✚
|
IL | |
|
UBS Swiss Financial Advisers AG
✚
|
V8 | |
|
UBS Farmland Investors LLC
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|
CT |
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|
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|
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|
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|
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|
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✚
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