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Chief Legal Officer · UBS Realty Investors LLC

Philip D. Stacey

CRD 6434626 · Named on Form ADV at 3 SEC-registered advisers

At a glance

UBS Realty Investors LLC, an SEC-registered private fund adviser based in Hartford, CT with $2.3 billion in regulatory assets, lists Philip D. Stacey on its Form ADV as Chief Legal Officer, a control person. The SEC filings also name Philip at 2 other registered advisers.

Firms and roles

AtlasMembers

Philip’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
3 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (18)

13 more people named with Philip on the same filings, with titles and firms. Free in Atlas with a free account.

See all 18 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Philip’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.