Hart Realty Advisers, LLC (Simsbury)

Name: Hart Realty Advisers, LLC
Address: 92 Hopmeadow Street, Third Floor, Simsbury, CT, 06089 9699
Telephone: 860 651-4000

Hart Realty Advisers, LLC is a pension cosultant based in Simsbury. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Connecticut.

Hart Realty Advisers provides real estate investment supervisory services & investment advice thru consultations not includ in investment supervisory services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hart Realty Advisers has custody of $2.95 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hart Realty Advisers, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hart Realty Advisers, LLC

The company employs 6 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Jonathan Dubovsky has served as the Chief Investment Officer since 1 Jun 2018. Samuel Philip Latone joined the executive team most recently as the Co Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Bruce Huntley	Chief compliance officer/chief financial officer	1 Jan 2008	Other	5291676
Peter Carl Grzybala	Managing director--asset management	1 Jan 2016	Other	5512340
Derek Buckley Peterson	Managing director--acquisitions	1 Jan 2016	Other	3196714
David Spence Hart	Principal & ceo	1 Jan 2016	Other	xxx-xx-xxxx
David Spence Hart	Elected manager	1 Jan 2017	Other	xxx-xx-xxxx
Inc. Hart Holdings 1	Member	1 Jan 2017	75% - 100%	81-4773816
Jonathan Dubovsky	Chief investment officer	1 Jun 2018	Other	6992718
Samuel Philip Latone	Co-ceo	1 Jun 2018	Other	6992714

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc Tscg	Member	1 Jan 2014	75% - 100%	46-3204165
Llc The Shopping Center Group	Member	1 Jun 2018	75% - 100%	59-3708465

Based in Simsbury

The principal office where Hart Realty Advisers, LLC performs its advisory services is located at 92 Hopmeadow Street, Third Floor, Simsbury, CT 06089 9699, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 860 651-4000 or by fax 860-651-4016. The normal business hours are 9:00 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at hartadvisers.com and its LinkedIn profile.