Hammes Realty Advisors, Llc
- Regulatory AUM
- $2.0B
- Discretionary
- $2.0B
- Clients
- 5
- Avg AUM / client
- $404M
- Accounts
- 5
- Employees
- 40
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $2.0B | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.8B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Hammes Partners Iv, Lp | Real Estate Fund | Delaware | $771M | 58 |
| Hammes Partners Iii, Lp. | Real Estate Fund | Delaware | $608M | 61 |
| Hammes Income & Growth Healthcare Fund, L.P. | Hedge Fund | Delaware | $191M | 10 |
| Hammes Income & Growth Healthcare Fund Op, L.P. | Hedge Fund | Delaware | $175M | 4 |
| Hammes Partners Ii, L.P. | Real Estate Fund | Delaware | $94.7M | 28 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hammes, Jon, Donald | Managing Partner | Jul 2012 (14y) | ≈ 56.25% – 100% via Hf Advisor I, Llc | |
| Hammes, Jon, Patrick | Partner | Jul 2012 (14y) | Less than 5% | |
| Kibler, Todd | Partner | Jul 2012 (14y) | Less than 5% | |
| Young, Amy | Chief Compliance Officer; Controller | Mar 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hf Advisor I, Llc | Member | Oct 2013 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hammes, Jon, Donald: 75% – 100% of Hf Advisor I, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $1.8B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Hammes Partners Iv, Lp | Real Estate Fund | $771M | $10.0M | 58 |
| Hammes Partners Iii, Lp. | Real Estate Fund | $608M | $10.0M | 61 |
| Hammes Income & Growth Healthcare Fund, L.P. | Hedge Fund | $191M | $5.0M | 10 |
| Hammes Income & Growth Healthcare Fund Op, L.P. | Hedge Fund | $175M | $5.0M | 4 |
| Hammes Partners Ii, L.P. | Real Estate Fund | $94.7M | $10.0M | 28 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 2.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗