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UBS Realty Investors LLC

● SEC registered since 1994CRD 107758SEC# 801-45426Hartford, CT
Export (members)
Ranks #2,021 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.34B
Fund GAV
$2.3B
Private funds
3
Employees
94
Accounts
3
Location
Hartford, CT

UBS Realty Investors LLC assets under management

UBS Realty Investors LLC operates as an SEC-registered investment adviser based in Hartford, CT. The firm has been registered since 1994. It reports $2.3 billion in regulatory assets under management and employs 94 people. UBS Realty Investors LLC manages 3 private funds with combined gross assets of $2.3 billion, including Trumbull Property Income Fund LP. By regulatory assets, it ranks 2,021 of 6,004 private fund managers.

UBS Realty Investors LLC private funds

3 funds · $2.3B GAV
FundTypeGross assetsMin.
Trumbull Property Income Fund LPOther Private$2.23B$1M
UBS Cold Storage Family Office Fund I LPOther Private$54.4M
Trumbull (US) Core Multi-Fund LPOther Private$13.2M$500K

UBS Realty Investors LLC owners & executives

16 reported
NameTitleOwnershipSince
Adi Mayan ControlManaging DirectorUnder 5%2025
Amy D White ControlManaging DirectorUnder 5%2022
Jeffrey Gerard Maguire ControlManaging DirectorUnder 5%2006
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Frequently asked questions

How much does UBS Realty Investors LLC manage?

UBS Realty Investors LLC reports $2.3 billion in regulatory assets under management on its Form ADV.

How many private funds does UBS Realty Investors LLC manage?

UBS Realty Investors LLC manages 3 private funds with combined gross assets of $2.3 billion.

How many employees does UBS Realty Investors LLC have?

UBS Realty Investors LLC reports 94 employees.

Where is UBS Realty Investors LLC located?

UBS Realty Investors LLC is based in Hartford, CT and has been SEC-registered since 1994.

Does UBS Realty Investors LLC disclose fund performance?

UBS Realty Investors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10 State House Square, 12th Floor, Hartford, CT 06103-3604
Phone860-616-9000
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK916051
Discloses disciplinary historyYes

Regulatory AUM

$2.34B▼ 8%
Mar '25 — $2.53BApr '25 — $2.53BMay '25 — $2.53BJun '25 — $2.53BJul '25 — $2.53BAug '25 — $2.53BSep '25 — $2.53BOct '25 — $2.53BNov '25 — $2.53BDec '25 — $2.53BJan '26 — $2.53BFeb '26 — $2.53BMar '26 — $2.34BApr '26 — $2.34BMay '26 — $2.34BJun '26 — $2.34B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
AUM vs fund managersTop 34%
Larger than 66% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 7%
More than 93% of 16,825 advisers

Assets under management

$2.34Bregulatory AUM
Discretionary $2.34B

Service providers