DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Harrison Street Advisors, LLC
Latest filing Mar 31, 2026
First filing on the tape Dec 13, 2011 · 27 filings
SEC status approved since Sep 30, 2011
RAUM
$20B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
321
225 advisory (5.B.1)
Offices
10
beyond the principal office
Private funds
3
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$20B as of Mar 31, 2026
Mar 30, 2016$0 then
HNW client RAUM$0 as of Mar 31, 2026
Mar 26, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20120 then
Employees (5.A)321 as of Mar 31, 2026
Mar 28, 201339 then
Private funds3 as of Mar 31, 2026
Mar 31, 20171 then
RAUM +1.1% over the last fiscal year-1.0% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $1.7BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived11 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $399M, 5 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- a related person has custody of client cash (9.B.1.a)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$20B99%
- Pension and profit-sharing plans$161M0.8%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 1reported
- Charitable clients
- 0reported
- Accounts
- 12reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $399M for 5 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.99 institutional_share=0.01 related_bd=true related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Harrison Street Core Property Fund, L.P. | Other Private Fund | $17B | 251 | Jul 29, 2016 |
| Harrison Street Infrastructure Fund, L.P. | Other Private Fund | $2.9B | 28 | Mar 29, 2019 |
| Harrison Street Canada Alternative Real Estate Fund, L.P. | Other Private Fund | $757M | 190 | Mar 29, 2024 |
| Hs Canada Alternative Real Estate Fund Aggregator, L.P. | Other Private Fund | $595M | 189 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- Marc Stephen Gordon · Partner, Global Chief Financial Officercontrolsince 07/2018 · owns less than 5%
- Goodman Joseph Lansing · Partner, Global Head Of Portfolio Management & Strategycontrolsince 05/2011 · owns less than 5%
- Nelson Christopher Merrill · Chief Executive Officercontrolsince 12/2011 · owns less than 5%
- Nelson Christopher Merrill · Member/Managercontrolsince 09/2005 · owns F of Harrison Street Real Estate Capital, LLC
- Steven Michael Gershowitz · Senior Managing Director, General Counsel, Chief Compliance Officersince 03/2020 · owns less than 5%
Entity owners
- Harrison Street Real Estate Capital, LLC · Sole Memberdirect · owns 75% or more
- Colliers International Group Inc. · Indirect Ownerindirect · owns 75% or more of Colliers International Holdings (USA), Inc. · public reporting company
- Colliers International Holdings (USA), Inc. · Indirect Ownerindirect · owns 75% or more of Colliers Investment Management Holdings, LLC · public reporting company
- Colliers Investment Management Holdings, LLC · Indirect Ownerindirect · owns 75% or more of Harrison Street Real Estate Capital, LLC
Related persons
Schedule D 7.A
- Colliers Capital Holdings Limitedbroker-dealery
- Colliers International Group Inc.pooled vehicle sponsory
- Harrison Street Advisors Canada, Inc.bankpooled vehicle sponsorn
- Harrison Street Asia, LLCpooled vehicle sponsorn
- Harrison Street Cma Gp, LLCbankn
- Harrison Street Real Estate Capital, LLCpooled vehicle sponsory
- Harrison Street Real Estate Capital, Ltdpooled vehicle sponsory
- Hs Canada Alternative Cayman Gp, LLCbankpooled vehicle sponsorn
- Hsepp Gp II Co-Investment, Ltdbankpooled vehicle sponsorn
- Hsepp Gp III Co-Investment S.A.R.L.bankpooled vehicle sponsorn
- Hsepp Gp IV S.A.R.L.bankpooled vehicle sponsorn
- Hsre Canada Holding, Inc.bankpooled vehicle sponsory
- Hsre Capmed Gp, LLCbankn
- Hsre Core Fund Gp S.A.R.L.pooled vehicle sponsorn
- Hsre Core Fund Gp, LLCbankpooled vehicle sponsorn
- Hsre Digital I Gp, LLCbankpooled vehicle sponsorn
- Hsre European Property Gp II, Ltd.bankpooled vehicle sponsorn
- Hsre European Property Gp III, S.A.R.L.bankpooled vehicle sponsorn
- Hsre European Property Gp, Ltdbankpooled vehicle sponsorn
- Hsre European Sa Gp I, Ltd.bankpooled vehicle sponsory
- Hsre Gp III, LLCbankpooled vehicle sponsorn
- Hsre Gp IV, LLCbankpooled vehicle sponsorn
- Hsre Gp Ix, LLCbankpooled vehicle sponsorn
- Hsre Gp V, LLCbankpooled vehicle sponsorn
- Hsre Gp Vi, LLCbankpooled vehicle sponsorn
- Hsre Gp Vii, LLCbankpooled vehicle sponsorn
- Hsre Gp Viii, LLCbankpooled vehicle sponsorn
- Hsre Infrastructure Fund Gp, LLCbankpooled vehicle sponsorn
- Hsre Quad Core Gp, LLCbankn
- Hsre Sma Gp II, S.A.R.Lbankn
Advisers that list Harrison Street Advisors, LLC as a related person
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom33 employees
- Toronto, Canada6 employees
- Ville-Haute, Luxembourg5 employees
- San Francisco, CA4 employees
- Washington, DC3 employees
- Minato -Ku, Tokyo, Japan2 employees
- New York, NY1 employees
- Seoul, Korea, South1 employees
- Madrid, Spain1 employees
What changed
consecutive filings, newest first
- Advisory employees · 209 to 225Jan 20, 2026 to Mar 31, 2026
- Pension plan clients · 0 to 1Jan 20, 2026 to Mar 31, 2026
- Assets in custody · $679M to $399MJan 20, 2026 to Mar 31, 2026
- Employees · 287 to 321Jan 20, 2026 to Mar 31, 2026
- Discretionary RAUM · $20B to $20BJan 20, 2026 to Mar 31, 2026
- Pension RAUM · $0 to $161MJan 20, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $20B to $20BJan 20, 2026 to Mar 31, 2026
- RAUM · $20B to $20BJan 20, 2026 to Mar 31, 2026
- Accounts · 11 to 12Jan 30, 2025 to Mar 25, 2025
- Advisory employees · 254 to 209Jan 30, 2025 to Mar 25, 2025
- Corporate clients · 15 to 0Jan 30, 2025 to Mar 25, 2025
- Pooled vehicle clients · 5 to 11Jan 30, 2025 to Mar 25, 2025
- Assets in custody · unset to 678762971.0Jan 30, 2025 to Mar 25, 2025
- Custody of client assets · false to trueJan 30, 2025 to Mar 25, 2025
- Employees · 284 to 287Jan 30, 2025 to Mar 25, 2025
- Financial planning clients · unset to Jan 30, 2025 to Mar 25, 2025
- Other offices · 9 to 10Jan 30, 2025 to Mar 25, 2025
- Discretionary RAUM · $20B to $20BJan 30, 2025 to Mar 25, 2025
- Pooled vehicle RAUM · $20B to $20BJan 30, 2025 to Mar 25, 2025
- RAUM · $20B to $20BJan 30, 2025 to Mar 25, 2025
- Related adviser · false to trueJan 30, 2025 to Mar 25, 2025
- Accounts · 12 to 11Mar 31, 2023 to Mar 29, 2024
- Advisory employees · 233 to 254Mar 31, 2023 to Mar 29, 2024
- Corporate clients · 13 to 15Mar 31, 2023 to Mar 29, 2024
- Pooled vehicle clients · 4 to 5Mar 31, 2023 to Mar 29, 2024
- Employees · 264 to 284Mar 31, 2023 to Mar 29, 2024
- Other offices · 6 to 9Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $21B to $20BMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $21B to $20BMar 31, 2023 to Mar 29, 2024
- RAUM · $21B to $20BMar 31, 2023 to Mar 29, 2024
- Advisory employees · 201 to 233Mar 31, 2022 to Mar 31, 2023
- Corporate clients · 9 to 13Mar 31, 2022 to Mar 31, 2023
- Employees · 217 to 264Mar 31, 2022 to Mar 31, 2023
- Other offices · 4 to 6Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $19B to $21BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $19B to $21BMar 31, 2022 to Mar 31, 2023
- RAUM · $19B to $21BMar 31, 2022 to Mar 31, 2023
- Accounts · 13 to 12Mar 31, 2021 to Mar 31, 2022
- Advisory employees · 181 to 201Mar 31, 2021 to Mar 31, 2022
- Corporate clients · 8 to 9Mar 31, 2021 to Mar 31, 2022
Signals
3 dated events
- Harrison Street Advisors, Llc reported RAUM $18.7B, up 30% from $14.4B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Harrison Street Advisors, Llc reported RAUM $13.7B, up 42% from $9.6B (2019-03-29 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Harrison Street Advisors, Llc reported RAUM $7.9B, up 129% from $3.4B (2017-03-31 to 2018-03-26)Mar 26, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Harrison Street Advisors, LLC · Independent Sponsorsshared crd · capital_provider
- Harrison Street Advisors, LLC · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/harrison-streetreportedpublic record, Form ADV, Sep 17, 2026
- Website
- HARRISONST.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 312-920-0500reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Harrison Street Advisors, LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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