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| Phoenix Capital Realty Advisors LLC
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|---|---|
| CRD # | 161129 |
| SEC # | 801-74334 |
| CIK # | |
| AUM | 155.8 M (2026-03-31) |
| Employees | 19 (84% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | AUM |
|---|---|---|---|---|
| RE | Phoenix Real Estate Fund X LP | [2021-03-12] | 567.2 M | |
| Filed 2022-08-02 (D/A) · Exemption 506(b), 3(c), 3(c)(5) · Remaining Indefinite · Duration More than one year · Commission $3,217,500 · Revenue Decline to Disclose | ||||
| RE | Phoenix Real Estate Fund IX LP | [2019-03-29] | 231.3 M | 311.6 M |
| Filed 2019-11-15 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | Broadstone Fountain View Series | [2017-03-31] | 1.3 M | 4.8 M |
| Offered $1,340,000 · Filed 2013-09-16 (D) · Exemption 506 · Minimum $25,000 · Duration One year or less · Revenue Not Applicable | ||||
| RE | PCIP 401 Jonestown Series | [2017-03-31] | 1.6 M | 3.9 M |
| Offered $1,570,000 · Filed 2014-10-08 (D) · Exemption 506(b) · Minimum $10,000 · Duration One year or less · Revenue Not Applicable | ||||
| RE | PCIP Bentwater Series | [2017-03-31] | 1.1 M | 3.7 M |
| Offered $1,120,000 · Filed 2013-12-05 (D) · Exemption 506(b) · Minimum $25,000 · Duration One year or less · Revenue Not Applicable | ||||
| RE | PCIP Broadstone Harmony Series | [2017-03-31] | 2.0 M | 5.7 M |
| Offered $2,004,500 · Filed 2015-03-17 (D) · Exemption 506(b) · Minimum $25,000 · Duration One year or less · Revenue Not Applicable | ||||
| RE | PCIP Broadstone Passerelle | [2017-03-31] | 2.1 M | 4.4 M |
| Offered $2,103,983 · Filed 2016-05-27 (D) · Exemption 506(b) · Minimum $5,000 · Duration One year or less · Revenue Not Applicable | ||||
| RE | PCIP Campfire Crossing | [2017-03-31] | 3.1 M | 3.8 M |
| Offered $3,105,243 · Filed 2016-06-14 (D) · Exemption 506(b) · Minimum $25,000 · Duration One year or less · Revenue Not Applicable | ||||
| RE | PCIP Cape House Series | [2017-03-31] | 1.6 M | 6.3 M |
| Offered $1,620,000 · Filed 2013-12-05 (D) · Exemption 506(b) · Minimum $25,000 · Duration One year or less · Revenue Not Applicable | ||||
| RE | PCIP Chastain Heights | [2017-03-31] | 2.9 M | 5.0 M |
| Offered $2,872,093 · Filed 2015-10-13 (D) · Exemption 506(b) · Minimum $8,000 · Duration One year or less · Revenue Not Applicable | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 1 | 155.8 |
| (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 | 1 | 155.8 |
| By Discretionary | ||
| Discretionary | 1 | 155.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 155.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 155.8 | |
| Total | 1 | 155.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Howard | Director | 259 | 9 | |
| Stephen Mastor | Executive Officer | 122 | 2 | |
| David Heath | Executive Officer | 45 | 2 | |
| Bruce Williams | Director, Executive Officer | 27 | 2 | |
| Andrew Scott | Director, Executive Officer | 12 | 2 | |
| Jeffrey Swope | Director, Executive Officer | 7 | 2 | |
| Hammond Heath | Executive Officer | 4 | 2 | |
| Phoenix Fund VI GenPar LP | Promoter | 3 | 2 | |
| Phoenix VI GP LLC | Promoter | 3 | 2 | |
| Phoenix Fund VIII GenPar LP | Promoter | 2 | 2 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional |
| Fund Types | Real Estate |
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