Asset manager · New York, NY
Hazelview Securities (US) LLC
SEC-registered investment adviser · CRD 174811 · SEC 801-107273
At a glance
Hazelview Securities (US) LLC is an SEC-registered investment adviser based in New York, New York, with $276 million in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a asset manager, ranked 1,975th of 3,218 asset managers and 10,598th of 17,210 SEC-registered advisers by assets.
Main office 917-439-9192hazelview.comAs filed on Form ADV
- Regulatory AUM
- $276M
- Rank among asset managers
- #1,975 of 3,218
- Rank among all SEC RIAs
- #10,598 of 17,210
- Rank in New York
- #1,779 of 2,591
- Clients
- 4
- Accounts
- 4
- Discretionary
- 100% of AUM
- Employees
- 15
- Advisory staff
- 9
- Offices
- 2
Owners and executives on its Form ADV
- Samuel J. SahnManaging Partner , Portfolio Manager
- Corrado R. RussoManaging Partner & Head of Global Securities
- Timothy J. FitzpatrickChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 1 | $128M | 46% |
| Other investment advisers | 1 | $102M | 37% |
| Pension and profit sharing plans | 1 | $29M | 11% |
| Charitable organizations | 1 | $16M | 6% |
Private funds
Hazelview Securities (US) LLC reports 1 private funds with $128M in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Hazelview Securities (US) LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗hazelview.com ↗
AtlasMembers
The full record on Hazelview Securities (US) LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
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- Growth over one, three and five years
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- Rank against 908 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Hazelview Securities (US) LLC manage?
Hazelview Securities (US) LLC reports $276 million in regulatory assets under management across 4 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Hazelview Securities (US) LLC?
Hazelview Securities (US) LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Hazelview Securities (US) LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($128 million, 1 clients); other investment advisers ($102 million, 1 clients); pension and profit sharing plans ($29 million, 1 clients).
Does Hazelview Securities (US) LLC manage private funds?
Yes. It reports 1 private funds with $128 million in gross assets, including real estate funds.
Does Hazelview Securities (US) LLC have any disciplinary history?
Hazelview Securities (US) LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Hazelview Securities (US) LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →