{"url":"https://nivawealth.com/firms/harrison-street-advisors-157983","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/157983","regulatoryAum":20184284380,"crd":"157983","secFileNumber":"801-72727","legalName":"Harrison Street Advisors, LLC","displayName":"Harrison Street Advisors","website":"http://www.harrisonst.com","linkedinUrl":"https://www.linkedin.com/company/harrison-street/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"217 N Sangamon ST, Suite 700","city":"Chicago","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60607"},"tradeNames":["Harrison Street Asset Management Ulc"],"registration":{"secApproved":"30 September 2011","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":321,"advisory":225,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"discretionary":20184284380,"discretionaryAccounts":12,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":27,"nonAumClients":22},"clientTypes":[{"label":"Pooled investment vehicles","clients":11,"regulatoryAum":20023590132},{"label":"Pension and profit-sharing plans","clients":1,"regulatoryAum":160694248}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"Harrison Street Advisors has custody of $399.2M for 5 clients.","otherCustodians":[],"leadership":[{"name":"Christopher Merrill","title":"Global Chief Executive Officer","crd":"4555201"},{"name":"Zachary Michaud","title":"Global Chief Financial Officer","crd":"7657921"},{"name":"Stephen Gordon","title":"Global Chief Operating Officer","crd":"5880480"},{"name":"Michael Gershowitz","title":"Global Chief Legal Officer, Chief Compliance Officer","crd":"7245085"}],"ownership":[{"label":"Harrison Street Real Estate Capital, LLC","detail":"Sole member in the 75% or more ownership band and a control person, since May 2011."},{"label":"Christopher Merrill","detail":"Indirect owner: elected manager of Harrison Street Real Estate Capital, LLC and a control person, since September 2005.","parent":"Harrison Street Real Estate Capital, LLC"},{"label":"Colliers Investment Management Holdings, Inc.","detail":"Indirect owner: a indirect owner of Harrison Street Real Estate Capital, LLC in the 75% or more band and a control person, since July 2018.","parent":"Harrison Street Real Estate Capital, LLC"},{"label":"Colliers International Group Inc.","detail":"Indirect owner: a indirect owner of Harrison Street Asset Management Ulc in the 75% or more band and a control person, since October 2025.","parent":"Harrison Street Asset Management Ulc"},{"label":"Harrison Street Asset Management Ulc","detail":"Indirect owner: a indirect owner of Colliers Investment Management Holdings, Inc. in the 75% or more band and a control person, since October 2025.","parent":"Colliers Investment Management Holdings, Inc."},{"label":"Jay Hennick","detail":"Indirect owner: elected manager of Harrison Street Real Estate Capital, LLC and a control person, since July 2018.","parent":"Harrison Street Real Estate Capital, LLC"},{"label":"Matthew Hawkins","detail":"Indirect owner: elected manager of Harrison Street Real Estate Capital, LLC and a control person, since October 2025.","parent":"Harrison Street Real Estate Capital, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":10,"privateResidences":0},"listedOfficeAddresses":4,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"2 Embarcadero Center","city":"San Francisco"}]},{"state":"District of Columbia","offices":1,"addresses":[{"street":"1901 Pennsylvania Avenue","city":"Washington"}]},{"state":"Illinois","offices":1,"addresses":[{"street":"217 N Sangamon ST, Suite 700","city":"Chicago","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"140 East 45th Street","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"312-920-0500","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":100}],"privateFunds":3},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/157983/PDF/157983.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Harrison Street Advisors have?","answer":"Harrison Street Advisors has 12 clients and manages $20.2 billion for them, as of March 2026. They include 11 pooled investment vehicles and 1 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Harrison Street Advisors offer?","answer":"Harrison Street Advisors provides portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Harrison Street Advisors have?","answer":"Harrison Street Advisors has 0 investment adviser representatives registered with state securities authorities, out of 321 employees, and 225 perform investment advisory functions. 0 are registered representatives of a broker-dealer and 2 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Harrison Street Advisors invest in?","answer":"At the end of its last fiscal year, Harrison Street Advisors’ separately managed accounts held 100% pooled vehicles (private funds and similar). It advises 3 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Harrison Street Advisors?","answer":"Harrison Street Advisors is owned through a chain of holding companies by Colliers International Group Inc. Its direct owner is Harrison Street Real Estate Capital, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Harrison Street Advisors get paid?","answer":"Harrison Street Advisors is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}