UBS REALTY INVESTORS LLC
CRD #107758 SEC #801-45426 HARTFORD, CT 860-616-9000
SEC Registered Private Funds
Total AUM
$2.5B
Discretionary
$2.5B
Employees
110
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.5B | $2.5B | $0 | 110 | 3 |
| Jul 2024 | $2.7B | $2.7B | $0 | 153 | 3 |
| Mar 2024 | $2.7B | $2.7B | $0 | 153 | 3 |
| Jul 2023 | $3.1B | $3.1B | $0 | 155 | 3 |
| Mar 2023 | $3.1B | $3.1B | $0 | 155 | 3 |
| Mar 2022 | $3.5B | $3.5B | $0 | 158 | 3 |
| Sep 2021 | $3.7B | $3.7B | $0 | 193 | 3 |
| Sep 2021 | $3.7B | $3.7B | $0 | 193 | 3 |
| Mar 2021 | $3.7B | $3.7B | $0 | 193 | 3 |
| Jun 2020 | $3.7B | $3.7B | $0 | 196 | 3 |
| Mar 2020 | $3.7B | $3.7B | $0 | 196 | 3 |
| Feb 2020 | $3.6B | $3.6B | $0 | 207 | 4 |
| Mar 2019 | $3.6B | $3.6B | $0 | 207 | 4 |
| Feb 2019 | $3.2B | $3.2B | $0 | 206 | 4 |
| Jul 2018 | $3.2B | $3.2B | $0 | 206 | 4 |
| Mar 2018 | $3.2B | $3.2B | $0 | 206 | 4 |
| Jul 2017 | $2.8B | $2.8B | $0 | 197 | 1 |
| Mar 2017 | $2.8B | $2.8B | $0 | 197 | 1 |
| Oct 2016 | $2.8B | $2.8B | $0 | 192 | 1 |
| Jun 2016 | $2.8B | $2.8B | $0 | 192 | 1 |
| May 2016 | $2.8B | $2.8B | $0 | 192 | 1 |
| Mar 2016 | $2.8B | $2.8B | $0 | 192 | 1 |
| Nov 2015 | $2.4B | $2.4B | $0 | 188 | 1 |
| Nov 2015 | $2.4B | $2.4B | $0 | 188 | 1 |
| Sep 2015 | $2.4B | $2.4B | $0 | 188 | 1 |
| Sep 2015 | $2.4B | $2.4B | $0 | 188 | 1 |
| Jul 2015 | $2.4B | $2.4B | $0 | 188 | 1 |
| Jul 2015 | $2.4B | $2.4B | $0 | 188 | 1 |
| Jun 2015 | $2.4B | $2.4B | $0 | 188 | 1 |
| Mar 2015 | $2.4B | $2.4B | $0 | 188 | 1 |
| Dec 2014 | $2.1B | $2.1B | $0 | 181 | 1 |
| Dec 2014 | $2.1B | $2.1B | $0 | 181 | 1 |
| Dec 2014 | $2.1B | $2.1B | $0 | 181 | 1 |
| Sep 2014 | $2.1B | $2.1B | $0 | 181 | 1 |
| Jul 2014 | $2.1B | $2.1B | $0 | 181 | 1 |
| May 2014 | $2.1B | $2.1B | $0 | 181 | 1 |
| Mar 2014 | $2.1B | $2.1B | $0 | 181 | 1 |
| Nov 2013 | $1.8B | $1.8B | $0 | 175 | 1 |
| Aug 2013 | $1.8B | $1.8B | $0 | 175 | 1 |
| Mar 2013 | $1.8B | $1.8B | $0 | 175 | 1 |
| Mar 2013 | $1.5B | $1.5B | $0 | 174 | 1 |
| Jan 2013 | $1.5B | $1.5B | $0 | 174 | 1 |
| Oct 2012 | $1.5B | $1.5B | $0 | 51 | 1 |
| Oct 2012 | $1.5B | $1.5B | $0 | 51 | 1 |
| Mar 2012 | $1.5B | $1.5B | $0 | 51 | 1 |
| Nov 2011 | $1.8B | $1.8B | $0 | 51 | 251 |
DateMar 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees110
Clients3
DateJul 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees153
Clients3
DateMar 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees153
Clients3
DateJul 2023
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees155
Clients3
DateMar 2023
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees155
Clients3
DateMar 2022
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees158
Clients3
DateSep 2021
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees193
Clients3
DateSep 2021
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees193
Clients3
DateMar 2021
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees193
Clients3
DateJun 2020
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees196
Clients3
DateMar 2020
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees196
Clients3
DateFeb 2020
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees207
Clients4
DateMar 2019
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees207
Clients4
DateFeb 2019
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees206
Clients4
DateJul 2018
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees206
Clients4
DateMar 2018
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees206
Clients4
DateJul 2017
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees197
Clients1
DateMar 2017
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees197
Clients1
DateOct 2016
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees192
Clients1
DateJun 2016
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees192
Clients1
DateMay 2016
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees192
Clients1
DateMar 2016
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees192
Clients1
DateNov 2015
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees188
Clients1
DateNov 2015
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees188
Clients1
DateSep 2015
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees188
Clients1
DateSep 2015
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees188
Clients1
DateJul 2015
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees188
Clients1
DateJul 2015
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees188
Clients1
DateJun 2015
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees188
Clients1
DateMar 2015
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees188
Clients1
DateDec 2014
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees181
Clients1
DateDec 2014
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees181
Clients1
DateDec 2014
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees181
Clients1
DateSep 2014
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees181
Clients1
DateJul 2014
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees181
Clients1
DateMay 2014
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees181
Clients1
DateMar 2014
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees181
Clients1
DateNov 2013
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees175
Clients1
DateAug 2013
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees175
Clients1
DateMar 2013
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees175
Clients1
DateMar 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees174
Clients1
DateJan 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees174
Clients1
DateOct 2012
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees51
Clients1
DateOct 2012
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees51
Clients1
DateMar 2012
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees51
Clients1
DateNov 2011
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees51
Clients251