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UBS REALTY INVESTORS LLC

HARTFORD, CT · CRD 107758 · IAPD ↗ · ubs.com · 860-616-9000

$2.34BRegulatory AUM
25Advisory reps
94Employees
3Clients
n/aPlanning clients
3Private funds
1States
44Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — UBS REALTY INVESTORS LLC's Item 11 disclosure-reporting entries rose by 2 (100 -> 102).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
40
April 2025 — UBS REALTY INVESTORS LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2024 — UBS REALTY INVESTORS LLC's Item 11 disclosure-reporting entries rose by 6 (94 -> 100).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
40
April 2024 — UBS REALTY INVESTORS LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.