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Urban Investment Advisors

Updated today

Total assets under management

$2,451,701,456

Total clients

0

Total advisors

0

of 3 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

Average account size

About

Urban Investment Advisors provides investment, advisory and sub‑advisory services exclusively for real estate to high‑net‑worth individuals, partnerships, limited liability companies, trusts, non‑profit organizations and pension plans. The firm sources and analyzes real estate opportunities and works with clients to structure investments through single‑asset vehicles, limited partnerships, private REITs and pooled funds, including post‑closing management and reporting.

UIA’s investment approach emphasizes a structured due‑diligence framework, macroeconomic and regional analysis, and selection of experienced operating partners and fund managers, with a particular focus on metropolitan markets. The firm develops customized long‑term strategic plans with each client, meets at least annually to update objectives, and provides ongoing monitoring and quarterly asset‑management reports.

Distinctive for its category, UIA reported approximately $2.45 billion in assets under management as of December 31, 2025, all managed on a non‑discretionary basis, and it frequently operates through sub‑advisory and services agreements with other advisory firms (including Regis Metro Associates, Inc. and Metropolitan Asset Advisors, Inc.). UIA’s client mix includes pension and corporate clients and it provides services to other registered advisers, practices that are less common among peers in its investment‑manager peer group.

Client services

Portfolio management Pension consulting Selection of other advisers
Specified management services (on request)

Expertise

Real estate investing

Fee options

Fixed

Annual retainer or one-time fixed fee for services related to investments not sourced by UIA; amount depends on type of services

Performance-based

Performance-based fee on profits after client receives a stated internal rate of return, including return of contributed capital

Other

Account minimum: $500,000 for a specific investment; $20 million for a separate account Minimum fee: $2,500 minimum annual fee for real estate fund investments

Main office location

Urban Investment Advisors

700 Larkspur Landing Circle, Suite 199

Larkspur CA 94939, United States

Number of offices

2

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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