← Directory
UBS REALTY INVESTORS LLC
CRD 107758File 801-45426
APPROVED
Custody
Disclosure events
Filing as of Jul 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.34B
Top 25% of cohort (national)
Discretionary AUM
$2.34B
Clients
3
3 accounts
Employees
94
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 5, 1994
- Principal office
- 10 STATE HOUSE SQUARE, 12TH FLOOR, HARTFORD, CT, 06103-3604
- Phone
- 860-616-9000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.34B
- Discretionary AUM
- $2.34B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3
- Non-discretionary accounts
- 0
- Total accounts
- 3
- AUM per client
- $779.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $2.34B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REAL ESTATE ACQUISITION/DISPOSITION FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11A1
- Q11A2
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D4
- Q11D5
- Q11E2
- Q11H2
- Q11H1C
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 110 | 94 | decreased by16 |
| Apr 1, 2026 | AUM | $2,533,259,579 | $2,337,709,055 | decreased by$195,550,524 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 158 | 110 | decreased by48 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2 | 3 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,519,903,296 | $2,533,259,579 | decreased by$986,643,717 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2 | 3 | increased by1 |
| Apr 1, 2022 | Employees | 193 | 158 | decreased by35 |
| Apr 1, 2022 | AUM | $3,655,745,609 | $3,519,903,296 | decreased by$135,842,313 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “UBS REALTY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“UBS REALTY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.