UBS Realty Investors LLC

RIASEC RegisteredEst. 1994

Total AUM

$2.3B

Discretionary

$2.3B

100% of AUM

Avg account

$779M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Hartford, Connecticut
CRD number: 107758
Registered since: January 5, 1994
Website: www.ubs.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

UBS Realty Investors LLC is an LLC that operates as an alternative fund provider serving institutional clients. The firm has been SEC-registered since 1994 and is structured under a domestic entity/individual ownership profile. Its advisory activity centers on managing portfolios for pooled investment vehicles as well as for businesses and institutional clients. The firm charges a mix of percentage-of-AUM, fixed, performance-based and other fee arrangements. It is not flagged as an active ESG investor, is not a multi-state adviser, and does not function as a capital allocator or pension consultant in the dataset. The firm also holds a range of industry affiliations that extend beyond pure advisory roles, including relationships with broker-dealers, banking or trust institutions, and sponsors or managers of pooled vehicles. That footprint suggests UBS Realty Investors participates across several parts of the financial ecosystem rather than operating solely as a retail-facing RIA.