9AT: URBAN INVESTMENT ADVISORS

Adviser Profile

As of Date	06/30/2026
Registration	SEC, Approved, 07/24/2015
ADV Location	MILL VALLEY, CA, United States
Contact Info	415 xxxxxxx
Websites

AUM^*	2,451,701,456 0%
of that, discretionary	0
Number of Employees	3
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	204,308,455 -25%
% High Net Worth	9.09% -73%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm
- Pension consultant

Client Types

- High net worth individuals
- Pension and profit sharing plans
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser GLASS RETIREMENT STRATEGIES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM20.1m	#Funds-
Adviser INVESTMENT CONSULTING GROUP INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.8b	#Funds-
Adviser NORTH AMERICAN WEALTH ADVISORS INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM237.3m	#Funds-
Adviser INVESTMENT CONSULTANTS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM122.7m	#Funds-
Adviser CALDERWOOD FINANCIAL STRATEGIES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM228.5m	#Funds-
Adviser ROBERT HARRELL, INCORPORATED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM885.3m	#Funds-
Adviser RETIREMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM186.4m	#Funds-
Adviser DOUBLE EAGLE FAMILY OFFICES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund491.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund9.3m	Total Private Fund GAV500.6m	AUM1.4b	#Funds12
Adviser SEYMOUR ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM877.5m	#Funds-
Adviser SCHWARTZ & CO.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM10.5b	#Funds-

Brochure Summary

Overview

UIA is a California corporation that has been in business since October 2014. UIA is headquartered in Larkspur, California. UIA’s principal owner is Dana Abigail Urban (Managing Director). UIA serves as an investment adviser to high net worth individuals, partnerships, limited liability companies, trusts, non-profit organizations, and pension plans (collectively, “Clients”) solely with respect to their investments in real estate. UIA provides its services either through direct agreements with its Clients or through sub-advisory agreements for services with other Registered Investment Advisers. UIA provides investment, advisory and sub-advisory services only with respect to investments in real estate or in entities formed to invest in, acquire, develop, manage, operate, lease and/or sell real estate. UIA provides the following investment, advisory and sub-advisory services:
• UIA advises its Clients on investing in real estate both directly and through limited partnerships, limited liability companies, private REITs and other investment vehicles formed to invest in real estate. As part of its services, UIA typically assists its Clients in developing a long-term strategic plan for investing in real estate, including establishing investment criteria and target returns for investments in real estate.
• UIA identifies for its Clients potential investment opportunities in real estate, analyzes the investment opportunities, performs due diligence on the investment opportunities,

and recommends investment opportunities to its Clients consistent with their investment objectives.
• UIA may also analyze real estate investment opportunities sourced by or selected by its Clients, performing due diligence, preparing written investment analyses, and providing certain management services post-closing. To tailor its services to the specific needs of each Client:
• UIA assists each Client in developing a customized long-term strategic plan for investing in real estate based on that Client’s specific financial and investment objectives. The Firm’s Clients may impose certain restrictions on the Firm with respect to the types of investments that the Firm recommends to them.
• Not less than annually, UIA meets with each Client and/or the Client’s financial advisor to update the Client’s long-term strategic plan for investing in real estate. UIA incorporates into the Client’s strategic plan any changes in the Client’s financial condition or investment objectives.
• Clients are advised to promptly notify UIA if there are any changes in their financial situation or investment objectives or if they wish to impose any restrictions on UIA in the performance of its services.
• UIA makes itself reasonably available to Clients for questions or consultation. UIA does not participate in wrap fee programs. As of December 31, 2023, UIA had $2,453,514,026 in assets under management, all of which are non-discretionary assets.

URBAN INVESTMENT ADVISORS

URBAN INVESTMENT ADVISORS

URBAN INVESTMENT ADVISORS, INC.,

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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URBAN INVESTMENT ADVISORS URBAN INVESTMENT ADVISORS URBAN INVESTMENT ADVISORS, INC.,

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

URBAN INVESTMENT ADVISORS

URBAN INVESTMENT ADVISORS

URBAN INVESTMENT ADVISORS, INC.,