UBS Real Estate and Private Markets Multi-Manager

Evidence PackPROIndependent

Real Estate

AUM

$2B

Ownership

independent

Stakeability

40 / LOW

Priority

Tier

Employees

UBS Real Estate and Private Markets Multi-Manager focuses on real estate investments through private equity partnerships.

SEC RegisteredFund PerformanceTeam DataRegulatory

Coverage

33%

Adaptive profile: standard

Signals present

4/12

SEC / ADVFund Performance(4)BDC Exposure(0)13F Holders(0)Team(30)ILS Deals(0)Regulatory(9)Legal(0)Lobbying(0)Hiring(0)News(0)GP Stakes Deals(0)

Data Freshness

Recent Changes

Stakeability Breakdown

40 / 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

145508

SEC File Number

801-68506

Registration Type

Registered

Filing Date

Jun 27, 2025

Employee Count

750

Discretionary AUM

$35.2B

Private Funds

PE Funds

VC Funds

N/A

RE Funds

Hedge Funds

Gross Assets (Private)

$14.7B

Source: SEC IAPD