HAMMES REALTY ADVISORS, LLC

Latest filing: Mar 28, 2025 (101 days ago)

AUM

$1,812,069,953
9% change vs. 1 year ago
70% change vs. 3 years ago
98% change vs. 5 years ago
465% change vs. 10 years ago

Employee Count

33
0% change vs. 1 year ago
18% change vs. 3 years ago
27% change vs. 5 years ago
175% change vs. 10 years ago

Main Office

MILWAUKEE, WI
1400 N. WATER STREET, MILWAUKEE, WI, UNITED STATES, 53202

Client AUM

Discretion AUM
Discretionary $1.8
Non-Discretionary $0.0
Total $1.8
Client AUM
Retail $0.0
Pooled $1.8
Institutional $0.0
Total $1.8
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
HAMMES INCOME & GROWTH HEALTHCARE FUND OP GP, LLC $0.0 -
HAMMES PARTNERS IV GP, LLC $0.0 -
HC LAKESIDE PARTNERS, LLC $0.0 -
HC INVESTMENT PARTNERS, LLC $0.0 -
HC SANTA MONICA PARTNERS I-B, LLC $0.0 -
HC VINTAGE PARTNERS, LLC $0.0 -
HF CAPITAL,LLC $0.0 -
HAMMES PARTNERS II GP, LLC $0.0 -
HAMMES PARTNERS III GP, LLC $0.0 -
HAMMES INCOME & GROWTH HEALTHCARE FUND GP, LLC $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

6 active

Name Title
HAMMES, JON, DONALD MANAGING PARTNER, MEMBER
HAMMES, JON, PATRICK PARTNER
KIBLER, TODD PARTNER
YOUNG, AMY CHIEF COMPLIANCE OFFICER; CONTROLLER

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-06-02 $1.8 $0.0 0% 33 0 0%
2025-04-21 $1.8 $0.0 0% 33 0 0%
2024-04-02 $1.7 $0.1 9% 33 0 0%
2023-04-04 $1.5 $0.3 20% 34 -1 -3%
2022-04-01 $1.1 $0.7 70% 28 5 18%
2021-04-05 $0.8 $1.0 119% 28 5 18%
2020-04-01 $0.9 $0.9 98% 26 7 27%
2019-04-01 $1.1 $0.7 65% 25 8 32%
2018-04-02 $1.2 $0.7 57% 21 12 57%
2017-04-01 $0.5 $1.3 273% 15 18 120%
2016-04-01 $0.4 $1.4 314% 14 19 136%
2015-04-01 $0.3 $1.5 465% 12 21 175%
2014-04-01 $0.2 $1.7 1046% 12 21 175%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
WI, TX-03/27/2020, WI-11/01/2013
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (POOLS)
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV