UBS REALTY INVESTORS LLC

Latest filing: Jul 25, 2024 (97 days ago)

AUM

$2,729,665,623
-11% change vs. 1 year ago
-25% change vs. 3 years ago
-24% change vs. 5 years ago
29% change vs. 10 years ago

Employee Count

153
-1% change vs. 1 year ago
-21% change vs. 3 years ago
-26% change vs. 5 years ago
-15% change vs. 10 years ago

Main Office

HARTFORD, CT
10 STATE HOUSE SQUARE, HARTFORD, CT, UNITED STATES, 06103-3604

Client AUM

Discretion AUM
Discretionary $2.7
Non-Discretionary $0.0
Total $2.7
Client AUM
Retail $0.0
Pooled $2.7
Institutional $0.0
Total $2.7
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
UBS FINANCIAL SERVICES INC. $702.4 broker-dealer 8174
UBS ASSET MANAGEMENT (AMERICAS) INC. $477.9 106838
CREDIT SUISSE ASSET MANAGEMENT, LLC $59.9 106012
CREDIT SUISSE ASSET MANAGEMENT LIMITED $12.3 113463
CREDIT SUISSE SECURITIES (USA) LLC $0.8 broker-dealer 816
UBS ASSET MANAGEMENT ( DEUTSCHLAND) GMBH $0.0 -
UBS (LUXEMBOURG) S.A. $0.0 broker-dealer -
UBS FUND SERVICES (LUXEMBOURG) S.A. $0.0 -
UBS ASSET MANAGEMENT SWITZERLAND AG $0.0 -
UBS FUND SERVICES (USA) LLC $0.0 broker-dealer 41848
UBS FARMLAND INVESTORS LLC $0.0 107754
UBS GROUP AG $0.0 -
UBS ASSET MANAGEMENT (JAPAN) LTD. $0.0 -
UBS ASSET MANAGEMENT (SINGAPORE) LTD. $0.0 -
UBS REAL ESTATE GMBH $0.0 -
UBS AG $0.0 broker-dealer -
UBS SECURITIES LLC $0.0 broker-dealer 7654
UBS ASSET MANAGEMENT TRUST COMPANY $0.0 trust company -
UBS FUND MANAGEMENT (LUXEMBOURG) S.A. $0.0 -
UBS FUND MANAGEMENT (SWITZERLAND) AG $0.0 -
UBS ASSET MANAGEMENT (HONG KONG) LIMITED $0.0 -
UBS ASSET MANAGEMENT (ITALIA) SGR S.P.A. $0.0 -
UBS ASSET MANAGEMENT (AUSTRALIA) LTD $0.0 -
UBS ASSET MANAGEMENT (CANADA) CO $0.0 -
UBS ASSET MANAGEMENT (UK) LTD $0.0 -
UBS ASSET MANAGEMENT (US) INC. $0.0 broker-dealer 583
UBS FUND MANAGEMENT (IRELAND) LTD $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

17 active

Name Title
MAGUIRE, JEFFREY, GERARD MANAGING DIRECTOR
CANNING, PAUL, MICHAEL MANAGING DIRECTOR
O'SHEA, THOMAS, JAMES MANAGING DIRECTOR
KAPILOFF, STEVEN, MARK GENERAL COUNSEL/ SECRETARY
PILE, NICHOLAS, SIMON CHIEF COMPLIANCE OFFICER
CHU, RODNEY MANAGING DIRECTOR
JOHNSON, MATTHEW, G PRESIDENT & CEO
GHERLONE, TIFFANY, ANNE MANAGING DIRECTOR
SCHUSTER, CATHERINE, ANN EXECUTIVE DIRECTOR
CLAYTON, CHRISTOPHER EXECUTIVE DIRECTOR
MATURO, MARIO EXUCUTIVE DIRECTOR
WHITE, AMY MANAGING DIRECTOR
JULIANI, PETER EXECUTIVE DIRECTOR

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $2.7 $0.0 0% 153 0 0%
2024-04-02 $2.7 $0.0 0% 153 0 0%
2023-04-04 $3.1 -$0.3 -11% 155 -2 -1%
2022-04-01 $3.5 -$0.8 -22% 158 -5 -3%
2021-04-05 $3.7 -$0.9 -25% 193 -40 -21%
2020-04-01 $3.7 -$1.0 -27% 196 -43 -22%
2019-04-01 $3.6 -$0.9 -24% 207 -54 -26%
2018-04-02 $3.2 -$0.4 -14% 206 -53 -26%
2017-04-01 $2.8 -$0.1 -4% 197 -44 -22%
2016-04-01 $2.8 -$0.1 -4% 192 -39 -20%
2015-04-01 $2.4 $0.3 12% 188 -35 -19%
2014-04-01 $2.1 $0.6 29% 181 -28 -15%
2013-04-01 $1.8 $1.0 55% 175 -22 -13%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
CT, CT-09/18/1997
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV