# Hazelview Securities (US) LLC

> 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.

- CRD: 174811
- Filed as: HAZELVIEW SECURITIES (US) LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174811
- AdvisorCensus page: https://advisorcensus.com/firm/hazelview-securities-us-llc-new-york-ny-174811

## Quick answers

**How is Hazelview Securities (US) LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hazelview Securities (US) LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Hazelview Securities (US) LLC located?**
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).

**Is Hazelview Securities (US) LLC registered with the SEC or a state?**
Hazelview Securities (US) LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 174811.

**How much does Hazelview Securities (US) LLC manage?**
Hazelview Securities (US) LLC reports $276,309,077 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Hazelview Securities (US) LLC's assets and staff changed since 2021?**
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.

**What types of clients does Hazelview Securities (US) LLC serve?**
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).

**Which custodians does Hazelview Securities (US) LLC use?**
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.

**Does Hazelview Securities (US) LLC report any disciplinary disclosures?**
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

**What changed in Hazelview Securities (US) LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $236,784,810 to $276,309,077 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon
- State Street Bank and Trust Company

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.

### Regulatory assets under management (Item 5.F)
- Total: $276,309,077
- Discretionary: $276,309,077
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $128,318,274 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $29,304,477 |
| Charitable organizations | 1 | $16,295,803 |
| Other investment advisers | 1 | $102,390,523 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2016 (10 years)
- Employees: 15 total, 9 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Toronto, Ontario

### Websites listed on Form ADV (Item 1.I)
- hazelview.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $105,813,247 | 13 | March 26, 2021 |
| October 2022 | $170,701,011 | 13 | March 18, 2022 |
| October 2023 | $169,280,703 | 14 | March 28, 2023 |
| October 2024 | $192,226,034 | 15 | March 29, 2024 |
| October 2025 | $236,784,810 | 15 | March 25, 2025 |
| October 2026 | $276,309,077 | 15 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $236,784,810 to $276,309,077 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hazelview Securities (US) LLC (CRD 174811): Form ADV filing data as of October 2026.