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UBS REALTY INVESTORS LLC
CRD 107758File 801-45426
APPROVED
Custody
Disclosure events
Filing as of Jul 12, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.