SourcingSourcing

HAMMES REALTY ADVISORS, LLC

C22
CRD 165693·SEC 801-78676·MILWAUKEE, WI
AUM
$2.02B
$1B+
Est. Revenue
$20.2M
@ 1% on AUM
Est. EBITDA
$6.1M
@ 30% margin
Est. Deal Value
$48.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HAMMES REALTY ADVISORS, LLC
CRD
165693
SEC file #
801-78676
EIN
000000000
DBA names
—

Economics

AUM
$2.02B
AUM band
$1B+
AUM trajectory
'20'26
$1.10B → $2.02B▲ +84%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
40
Advisory staff (per ADV)
40
Advisory staff (5-yr trend)
'20'26
25 advisors → 40 advisors▲ +60%
Primary office
MILWAUKEE WI
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
hammespartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HF ADVISOR I, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
HF ADVISOR I, LLC
HAMMES, JON, DONALD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HAMMESPARTNERS.COM
Rdap Domain Creation Date
2014-05-02T21:04:33Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
949
Form 5500 Compensation Trajectory 3y
2025949
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
949
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001703800
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2017-04-17
Edgar Last Filing Date
2017-04-17
Edgar Form D Count
1
Edgar Form D Offerings
2017-04-172017-04-17 · 0001703800-17-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
U.s. Bank10
E*trade4
Edgar Addresses
Mailing
18000 WEST SARAH LANESUITE 250BROOKFIELD, WI 53045
Business
18000 WEST SARAH LANESUITE 250BROOKFIELD, WI 53045
Edgar EIN
000000000
Edgar Recent Filings
D2017-04-17 · 0001703800-17-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-22T11:59:59Z
Rdap Domain Last Changed
2026-02-20T17:40:31Z
Rdap Nameservers
Ns23.domaincontrol.comNs24.domaincontrol.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (4)

4
HAMMES, JON, DONALD
Executive Officer · 2.5%
3081210
HAMMES, JON, PATRICK
Executive Officer · 2.5%
4639679
KIBLER, TODD
Executive Officer · 2.5%
6131476
YOUNG, AMY
Executive Officer · 2.5%
7238958