HAZELVIEW SECURITIES (US) LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 174811
- Registered since
- February 9, 2016
- Website
- www.hazelview.com
- Custodians
- THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles46.44%
- Other Investment Advisers37.06%
- Pension & Profit Sharing Plans10.61%
- Charitable Organizations5.9%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hazelview Securities (US) LLC operates as a U.S. limited liability company focused on real estate investment management for institutional clients. The firm functions primarily as an adviser and sponsor of pooled investment vehicles, serving as a general partner or managing member for closed-end real estate funds and related structures. Advisory activity centers on portfolio management for pooled vehicles and for businesses or institutions, with fees charged as a percentage of assets under management. Hazelview is classified as a real estate fund manager and does not present itself as an active ESG investor. Investment activity shows a blended approach: a substantial allocation to publicly traded equities — largely deployed within separately managed account (SMA) structures — combined with direct involvement in private real estate funds and allocations to private equity and REITs. The firm’s product mix and sponsor roles indicate emphasis on real estate exposure through both liquid, listed instruments and less-liquid private funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2CORRADO RUSSO
Chief Investment Officer and Managing PartnerCRD 5728100
TIMOTHY FITZPATRICK
Vice President, Chief Compliance OfficerCRD 6950690
Contacts
1 of 1SAMUEL SAHN
Managing Director & Portfolio ManagerCRD 3261248
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 535 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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