URBAN INVESTMENT ADVISORS

RIASEC RegisteredEst. 2015

Total AUM

$2.5B

Discretionary

0% of AUM

Avg account

$204M

Accounts

Employees

Advisory reps

Firm details

Headquarters: LARKSPUR, California
CRD number: 222524
Registered since: July 24, 2015
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Corporations / Businesses43.63%
Pension & Profit Sharing Plans37.45%
Other Investment Advisers14.14%
HNWI4.78%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Urban Investment Advisors is an SEC-registered corporate investment adviser that functions primarily as a capital allocator into pooled private vehicles. The firm’s registered advisory activities include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and the selection of other advisers. Those activity lines, together with an industry affiliation as a real estate broker, point to a manager that places heavy emphasis on real estate-focused private fund allocations and on advising institutional or pooled-capital mandates rather than running discretionary long-only equity portfolios. The firm reports a mix of fee arrangements—percentage of AUM, fixed fees and performance-based fees—which aligns with a private-fund and consulting-oriented business model. Urban Investment Advisors is not an active ESG investor per its filing and is not registered as a multi-state adviser. Its SEC registration date is 2015 and ownership is listed as individual.