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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) |
| Phone | 972-866-7577 |
| Address | 15725 North Dallas Parkway Addison, TX 75001 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Phoenix Real Estate Fund X LP | [2021-03-12] | ||
| RE | Phoenix Real Estate Fund IX LP | [2019-03-29] | 311.6 M | |
| RE | Broadstone Fountain View Series | [2017-03-31] | 1.3 M | 4.8 M |
| RE | PCIP 401 Jonestown Series | [2017-03-31] | 1.6 M | 3.9 M |
| RE | PCIP Bentwater Series | [2017-03-31] | 1.1 M | 3.7 M |
| RE | PCIP Broadstone Harmony Series | [2017-03-31] | 2.0 M | 5.7 M |
| RE | PCIP Broadstone Passerelle | [2017-03-31] | 2.1 M | 4.4 M |
| RE | PCIP Campfire Crossing | [2017-03-31] | 3.1 M | 3.8 M |
| RE | PCIP Cape House Series | [2017-03-31] | 1.6 M | 6.3 M |
| RE | PCIP Chastain Heights | [2017-03-31] | 2.9 M | 5.0 M |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 259 | 9 | ||
| Stephen Mastor | 122 | 2 | ||
| David Heath | 45 | 2 | ||
| Bruce Williams | 27 | 2 | ||
| Andrew Scott | 12 | 2 | ||
| Jeffrey Swope | 7 | 2 | ||
| Hammond Heath | 4 | 2 | ||
| Phoenix VI GP LLC | 3 | 2 | ||
| Phoenix Fund VI GenPar LP | 3 | 2 | ||
| Phoenix VIII GP LLC | 2 | 2 | ||
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional |
| Fund Types | Real Estate |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ddelta Real Estate Investments Inc
✚
|
TX | 169.6 M |
|
Participant Capital Advisors LLC
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FL | 166.1 M |
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Anchor Health Capital LLC
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TN | 166.0 M |
|
Thistle Creek Capital LLC
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UT | 161.0 M |
|
Blue Moon Capital Management LLC
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MA | 159.5 M |
|
Graystreet Capital Management LLC
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TX | 159.0 M |
|
Lynx Capital LLC
✚
|
GA | 154.5 M |
|
Alcion Ventures Limited Partnership
✚
|
MA | 153.8 M |
|
Tricon Capital GP Inc
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|
152.1 M | |
|
MLG Fund Manager LLC
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|
WI | 143.6 M |