HAZELVIEW SECURITIES (US) LLC

RIASEC RegisteredEst. 2016
Total AUM
$276M
Discretionary
$276M
100% of AUM
Avg account
$69.1M
Accounts
4
Employees
15
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
174811
Registered since
February 9, 2016
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • CORRADO RUSSO

    Chief Investment Officer and Managing PartnerCRD 5728100

  • TIMOTHY FITZPATRICK

    Vice President, Chief Compliance OfficerCRD 6950690

Contacts

1 of 1
  • SAMUEL SAHN

    Managing Director & Portfolio ManagerCRD 3261248

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth