HAMMES REALTY ADVISORS, LLC
Adviser information for HAMMES REALTY ADVISORS, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 33 |
|---|---|
| Investment Advisory/Research | 33 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 5 | $1.7B |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $1.7B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $1.7B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-78676 |
|---|---|
| SEC ERA File Number | 801-78676 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 165693 |
| Legal Entity Identifier | None |
Principal Office
1400 N. WATER STREETSUITE 500
MILWAUKEE
WI
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 414-509-2500, Fax: 414-755-7784
Chief Compliance Officer
AMY YOUNG
CONTROLLER
1400 N. WATER STREET
SUITE 500
MILWAUKEE
WI
United States
Tel:
414-509-2568
Fax:
414-755-7784
A*****@*****************M
(Full email address available in API data)
Regulatory Contact
PATRICK HAMMES
PRINCIPAL
1400 N. WATER STREET
SUITE 500
MILWAUKEE
WI
United States
Tel:
414-509-2511
Fax:
414-755-7784
P******@*****************M
(Full email address available in API data)
Industry Affiliates
| HAMMES INCOME & GROWTH HEALTHCARE FUND GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| HAMMES INCOME & GROWTH HEALTHCARE FUND OP GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| HAMMES PARTNERS II GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| HAMMES PARTNERS III GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| HAMMES PARTNERS IV GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| HC INVESTMENT PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HC LAKESIDE PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HC SANTA MONICA PARTNERS I-B, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HC VINTAGE PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HF CAPITAL, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| HAMMES INCOME & GROWTH HEALTHCARE FUND OP, L.P. | Hedge Fund | $175.2M | $5.0M | 4 |
| HAMMES INCOME & GROWTH HEALTHCARE FUND, L.P. | Hedge Fund | $191.4M | $5.0M | 10 |
| HAMMES PARTNERS II, L.P. | Real Estate Fund | $94.7M | $10.0M | 28 |
| HAMMES PARTNERS III, LP. | Real Estate Fund | $607.7M | $10.0M | 61 |
| HAMMES PARTNERS IV, LP | Real Estate Fund | $771.4M | $10.0M | 58 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HAMMES, JON, DONALD | Individual | – | MANAGING PARTNER | 07/2012 | < 5% |
| HAMMES, JON, PATRICK | Individual | – | PARTNER | 07/2012 | < 5% |
| KIBLER, TODD | Individual | – | PARTNER | 07/2012 | < 5% |
| HAMMES, JON, DONALD | Individual | HF ADVISOR I, LLC | MEMBER | 10/2013 | > 75% |
| HF ADVISOR I, LLC | Domestic Entity | – | MEMBER | 10/2013 | > 75% |
| YOUNG, AMY | Individual | – | CHIEF COMPLIANCE OFFICER; CONTROLLER | 03/2020 | < 5% |