UBS Realty Investors LLC

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UBS Realty Investors LLC ✚
CRD #	107758
SEC #	801-45426
CIK #	0000916051
AUM	$2.3 B (2026-03-31)
Employees	94 (27% Investors, 10% Brokers)
Phone	860-616-9000
Address	10 State House Square Hartford, CT 06103-3604
Source	[IAPD] [EDGAR] [Website]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
Other	UBS Cold Storage Family Office Fund I LP	[2023-03-31]	64.1	54.4
	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	13.2
	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	2,227.5
	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
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
Steven Kapiloff	Executive Officer	16	3
William Harrison	Executive Officer	16	3
John Connelly	Executive Officer	15	3
Thomas Oshea	Executive Officer	15	3
Amy White	Executive Officer	13	3
Christopher Clayton	Executive Officer	13	3
Paul Canning	Executive Officer	9	3
James McCandless	Executive Officer	9	3
Jeffrey Maguire	Executive Officer	8	3
Carol Kuta	Executive Officer	8	3
Thomas Anathan	Executive Officer	7	3
Ronald Urdanick	Executive Officer	7	3
Kevin Crean	Executive Officer	7	3
Gary Gowdy	Executive Officer	7	3
Rodney Chu	Executive Officer	6	3
Tiffany Gherlone	Executive Officer	6	3
James Fishman	Executive Officer	4	3
Kurt Edward	Executive Officer	4	3
Thomas Enger	Executive Officer	4	3
Mario Maturo	Executive Officer	4	3
Tim Walsh	Executive Officer	11	2
Darren Rabenou	Executive Officer	5	2
Peter Juliani	Executive Officer	3	2
Robert Palmeri	Executive Officer	1	1

Related Firms	State	AUM ($B)
UBS Financial Services Inc ✚	NJ	915.8
UBS Realty Investors LLC ✚	CT	2.3
UBS Fund Advisor LLC ✚	NY	0.0
UBS Hedge Fund Solutions LLC ✚	CT	0.0
UBS OConnor LLC ✚	IL	0.0
UBS Asset Management Americas Inc ✚	IL	0.0
UBS Swiss Financial Advisers AG ✚	V8	0.0
UBS Farmland Investors LLC ✚	CT	0.0

Comparable Firms	State	AUM ($B)
Cendana Capital Management LLC ✚	CA	2.4
Fidelity Management & Research Japan Limited ✚		2.4
Apollo Capital Credit Adviser LLC ✚	NY	2.4
CVC Credit Partners US CLO Management LLC ✚	NY	2.3
AIP Management US Inc ✚	NY	2.3
Oxford Lane Management LLC ✚	CT	2.3
Garnet Credit Management LLC ✚	NY	2.3
KA Credit Advisors LLC ✚	TX	2.3
Resolution Capital US Limited ✚	NY	2.3
Lazard Asset Management Canada Inc ✚	NY	2.3

Assets, Funds, Holdings