{
  "crd_number": 174811,
  "slug": "hazelview-securities-us-llc-new-york-ny-174811",
  "primary_business_name": "HAZELVIEW SECURITIES (US) LLC",
  "legal_name": "HAZELVIEW SECURITIES (US) LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-02-09",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 276309077.0,
  "raum_discretionary": 276309077.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 15,
  "advisory_employees": 9,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 16295803.0,
      "count": 1,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 29304477.0,
      "count": 1,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 102390523.0,
      "count": 1,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 128318274.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://hazelview.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174811",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/hazelview-securities-us-llc-new-york-ny-174811",
  "display_name": "Hazelview Securities (US) LLC",
  "summary": "Hazelview Securities (US) LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Hazelview Securities (US) LLC (CRD 174811): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Hazelview Securities (US) LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Hazelview Securities (US) LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Hazelview Securities (US) LLC located?",
      "a": "Hazelview Securities (US) LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Hazelview Securities (US) LLC registered with the SEC or a state?",
      "a": "Hazelview Securities (US) LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 174811."
    },
    {
      "q": "How much does Hazelview Securities (US) LLC manage?",
      "a": "Hazelview Securities (US) LLC reports $276,309,077 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Hazelview Securities (US) LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Hazelview Securities (US) LLC: Regulatory assets under management: $105,813,247 in the October 2021 data and $276,309,077 in the October 2026 data, up 161%. Total employees: 13 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Hazelview Securities (US) LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1); pension and profit sharing plans (but not the plan participants or government pension plans) (1); charitable organizations (1)."
    },
    {
      "q": "Which custodians does Hazelview Securities (US) LLC use?",
      "a": "Hazelview Securities (US) LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon and State Street Bank and Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Hazelview Securities (US) LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174811"
    },
    {
      "q": "What changed in Hazelview Securities (US) LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $236,784,810 to $276,309,077 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 105813247.0,
      "total_employees": 13,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 170701011.0,
      "total_employees": 13,
      "filing_date": "2022-03-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 169280703.0,
      "total_employees": 14,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 192226034.0,
      "total_employees": 15,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 236784810.0,
      "total_employees": 15,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 276309077.0,
      "total_employees": 15,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $236,784,810 to $276,309,077 (+17%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "BNY Mellon",
      "name_as_filed": "BNY MELLON",
      "affiliated": false
    },
    {
      "name": "State Street Bank and Trust Company",
      "name_as_filed": "STATE STREET BANK AND TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/hazelview-securities-us-llc-new-york-ny-174811.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 128318274.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 29304477.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 16295803.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": true,
      "raum": 102390523.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174811",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}