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| Happy Holidays!! thanks for using AUM13F!! |
| Phoenix Capital Realty Advisors LLC
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| CRD # | 161129 |
| SEC # | 801-74334 |
| CIK # | |
| AUM | $168.4 M (2025-03-31) |
| Employees | 17 (82% Investors, 0% Brokers) |
| Phone | 972-866-7577 |
| Address | 15725 North Dallas Parkway Addison, TX 75001 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Phoenix Real Estate Fund X LP | [2021-03-12] | 567.2 | 0.0 |
| RE | Phoenix Real Estate Fund IX LP | [2019-03-29] | 231.3 | 311.6 |
| RE | Broadstone Fountain View Series | [2017-03-31] | 1.3 | 4.8 |
| RE | PCIP 401 Jonestown Series | [2017-03-31] | 1.6 | 3.9 |
| RE | PCIP Bentwater Series | [2017-03-31] | 1.1 | 3.7 |
| RE | PCIP Broadstone Harmony Series | [2017-03-31] | 2.0 | 5.7 |
| RE | PCIP Broadstone Passerelle | [2017-03-31] | 2.1 | 4.4 |
| RE | PCIP Campfire Crossing | [2017-03-31] | 3.1 | 3.8 |
| RE | PCIP Cape House Series | [2017-03-31] | 1.6 | 6.3 |
| RE | PCIP Chastain Heights | [2017-03-31] | 2.9 | 5.0 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 168.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 168.4 |
| By Discretionary | ||
| Discretionary | 2 | 168.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 168.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.4 | |
| Total | 2 | 168.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| John Howard | 253 | |||
| Stephen Mastor | 121 | |||
| David Heath | 43 | |||
| Bruce Williams | 27 | |||
| Andrew Scott | 12 | |||
| Jeffrey Swope | 7 | |||
| Hammond Heath | 4 | |||
| Phoenix Fund VI GenPar LP | 3 | |||
| Phoenix VI GP LLC | 3 | |||
| Phoenix Fund VII GenPar LP | 2 | |||
| View All | ||||
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0.2 |