Hazelview Securities (Us) Llc
- Regulatory AUM
- $276M
- Discretionary
- $276M
- Clients
- 4
- Avg AUM / client
- $69.1M
- Accounts
- 4
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $128M | 46.4% |
| Pension and profit sharing plans | 1 | $29.3M | 10.6% |
| Charitable organizations | 1 | $16.3M | 5.9% |
| Other investment advisers | 1 | $102M | 37.1% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $77.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Hazelview Global Real Estate Core Fund, L.P. | Real Estate Fund | Delaware | $77.2M | 9 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sahn, Samuel, Joshua | Managing Partner , Portfolio Manager | Jan 2015 (12y) | Less than 5% | |
| Russo, Corrado, Roberto | Managing Partner & Head Of Global Securities | Sep 2017 (9y) | Less than 5% | |
| Fitzpatrick, Timothy, James | Chief Compliance Officer | Aug 2018 (8y) | Less than 5% | |
| Bizzarri, Ugo, (Nmn) | Shareholder | Apr 2021 (5y) | ≈ 21.09% – 75% via Caricola Ltd. (Ontario) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hazelview Investments Inc. | Managing Member | Mar 2020 | A | 75% or more |
| Caricola Ltd. (Ontario) | Shareholder | Apr 2021 | B | ≈ 28.13% – 75% via Tre Lupi Inc. (Ontario) |
| Tre Lupi Inc. (Ontario) | Shareholder | Dec 2022 | B | ≈ 37.5% – 75% via Hazelview Investments Inc. |
| Rtm Management Inc. (Ontario) | Shareholder | Dec 2022 | B | ≈ 18.75% – 50% via Hazelview Investments Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bizzarri, Ugo, (Nmn): 75% – 100% of Caricola Ltd. (Ontario) × 75% – 100% of Tre Lupi Inc. (Ontario) × 50% – 75% of Hazelview Investments Inc. × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Caricola Ltd. (Ontario): 75% – 100% of Tre Lupi Inc. (Ontario) × 50% – 75% of Hazelview Investments Inc. × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Tre Lupi Inc. (Ontario): 50% – 75% of Hazelview Investments Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Rtm Management Inc. (Ontario): 25% – 50% of Hazelview Investments Inc. × 75% – 100% direct ≈ 18.75% – 50% 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 (1, $77.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Hazelview Global Real Estate Core Fund, L.P. | Real Estate Fund | $77.2M | $1.0M | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.24 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
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $119M (43% of AUM) Mar 2026
- Wells Fargo $65.9M (39% of AUM) Mar 2023
- State Street $29.3M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗