UBS Realty Investors LLC

Overview

UBS Realty Investors LLC operates as a limited liability company that provides investment advisory services to institutional clients. Registered with the SEC since 1994, the firm is classified as an other fund provider and focuses on portfolio management for pooled investment vehicles as well as for businesses and institutions. Its fee arrangements include percentage-of-AUM fees, fixed fees, and performance-based fees. The firm is not identified as an active ESG investor and does not present itself as a multi-state or newly formed adviser. The firm maintains a broad set of industry roles and affiliations. Those include relationships with broker-dealers and banking or trust institutions, and it functions in capacities such as sponsor, general partner, or managing member of pooled investment vehicles. Its activities also intersect with futures/derivatives intermediaries and insurance or pension-related entities.

Assets & Accounts

Investments & Alternatives