| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Trumbull Property Income Fund LP | Other Private | $2.43B | $1M |
| UBS Cold Storage Family Office Fund I LP | Other Private | $43M | — |
| Trumbull (US) Core Multi-Fund LP | Other Private | $13.8M | $500K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy D White Control | Managing Director | Under 5% | 2022 |
| Jeffrey Gerard Maguire Control | Managing Director | Under 5% | 2006 |
| Larissa Belova Control | Managing Director | Under 5% | 2025 |
UBS Realty Investors LLC reports $2.5 billion in regulatory assets under management on its Form ADV.
UBS Realty Investors LLC manages 3 private funds with combined gross assets of $2.5 billion.
UBS Realty Investors LLC reports 110 employees.
UBS Realty Investors LLC is based in Hartford, CT and has been SEC-registered since 1994.
UBS Realty Investors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10 State House Square, 12th Floor, Hartford, CT 06103-3604 |
| Phone | 860-616-9000 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 916051 |
| Discloses disciplinary history | Yes |
| Discretionary | $2.53B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.53B |