UBS Asset Management

Evidence PackPROIndependent

Real EstateNEW YORK, NY, UK Website

AUM

$2B

Ownership

independent

Stakeability

52 / LOW

Priority

Tier

Employees

UBS Asset Management specializes in real estate investments as part of UBS Group AG's global portfolio.

SEC RegisteredFund PerformanceBDC ExposureInstitutional HoldersTeam DataILS DealsRegulatoryNews Coverage

Coverage

67%

Adaptive profile: rich

Signals present

8/12

SEC / ADVFund Performance(50)BDC Exposure(20)13F Holders(20)Team(30)ILS Deals(2)Regulatory(25)Legal(0)Lobbying(0)Hiring(0)News(1)GP Stakes Deals(0)

Data Freshness

Recent Changes

Stakeability Breakdown

52 / 100

Fund PerformanceAUM growth and fundraising track record

Team StabilityLeadership continuity and key person risk

Market PositionBrand strength and competitive positioning

Succession ReadinessNext-gen leadership and governance structure

Transaction FeasibilityLikelihood of a stake transaction

Unable to load signal breakdown.

IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number

21274

SEC File Number

801-32004

Registration Type

Registered

Filing Date

Nov 19, 2025

Employee Count

N/A

Discretionary AUM

$443.8M

Private Funds

PE Funds

N/A

VC Funds

N/A

RE Funds

N/A

Hedge Funds

Gross Assets (Private)

$72.8M

Source: SEC IAPD