Hazelview Securities (U.S.) offers investment advice to institutional clients through separately managed accounts, a private partnership, and as a sub-advisor to a registered investment company. The firm focuses on investing in real estate securities, including REITs, in both U.S. and non-U.S. companies. Investment guidelines are determined jointly with each client. Hazelview does not offer wrap fee programs.
Assets Under Management$240M
Clients4
AdvisorsN/A
Avg. per Client$59M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Hazelview Securities (U.S.) charges an annual fee based on a percentage of the value of the client's account. The typical fee ranges from 0.40% to 0.50% per year. Fees are negotiable based on factors such as account size and investment strategy complexity.
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