HAMMES REALTY ADVISORS, LLC

RIASEC RegisteredEst. 2013
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$404M
Accounts
5
Employees
40
Advisory reps
4

Firm details

Headquarters
MILWAUKEE, Wisconsin
CRD number
165693
Registered since
November 1, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Hammes Realty Advisors, LLC is an SEC-registered investment adviser formed as a limited liability company in 2013 that serves institutional clients through portfolio management of pooled investment vehicles. The firm’s operating classification spans real estate and hedge-fund style management, with business activities focused on sponsoring and managing pooled vehicles and acting in sponsor/GP roles. Fee arrangements combine percentage-of-assets-under-management and performance-based fees, consistent with a sponsor-driven structure that aligns economics between managers and investors. Investment activity centers on pooled private funds with a strong real estate emphasis and complementary hedge fund strategies. Hammes Realty Advisors is not positioned as a capital allocator in the sense of allocating across many external strategies; instead it sponsors and manages its own pooled vehicles while also using third-party alternative managers in private equity and real estate when appropriate. The firm is not marked as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • JON HAMMES

    Chairman and Chief Executive OfficerCRD 3081210

  • JON HAMMES

    Chairman and Chief Executive OfficerCRD 4639679

Contacts

2 of 2
  • AMY YOUNG

    Senior Vice PresidentCRD 7238958

  • TODD KIBLER

    PartnerCRD 6131476

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MILWAUKEE, WI

MILWAUKEE

Location

MILWAUKEE, WI

Headquartered in MILWAUKEE, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
MILWAUKEE
Address
1400 N Water St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth