Phoenix Capital Realty Advisors LLC

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Phoenix Capital Realty Advisors LLC
✚
CRD #161129
SEC #801-74334
CIK #
AUM 155.8 M (2026-03-31)
Employees 19 (84% Investors, 0% Brokers)
Fees
Minimum
Phone972-866-7577
Address15725 North Dallas Parkway
Addison, TX 75001
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
1300104078052026002010201520212027
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
RE PCIP CityView Series [2017-03-31] 1.2 M 4.3 M
Offered $1,165,000 · Filed 2014-10-08 (D) · Exemption 506(b) · Minimum $25,000 · Duration One year or less · Revenue Not Applicable
RE PCIP Farmhouse [2017-03-31] 2.1 M 2.6 M
Offered $2,140,963 · Filed 2016-06-14 (D) · Exemption 506(b) · Minimum $25,000 · Duration One year or less · Revenue Not Applicable
RE PCIP Franklin Self Storage [2017-03-31] 2.3 M 6.6 M
Offered $2,302,005 · Filed 2016-05-27 (D) · Exemption 506(b) · Minimum $25,000 · Duration One year or less · Revenue Not Applicable
RE PCIP Gateway Pavillions Series [2017-03-31] 1.9 M 7.1 M
Offered $1,940,000 · Filed 2015-03-17 (D) · Exemption 506(b) · Minimum $25,000 · Duration One year or less · Revenue Not Applicable
RE PCIP Harpers Preserve [2017-03-31] 1.6 M 5.4 M
Offered $1,557,467 · Filed 2015-07-01 (D) · Exemption 506(b) · Minimum $25,000 · Duration One year or less · Revenue Not Applicable
RE PCIP Henderson [2017-03-31] 4.1 M 9.1 M
Offered $4,066,173 · Filed 2016-05-27 (D) · Exemption 506(b) · Minimum $25,000 · Duration One year or less · Revenue Not Applicable
RE PCIP Houston Hotels I Series [2017-03-31] 0.2 M 0.9 M
Offered $250,000 · Filed 2015-03-16 (D) · Exemption 506(b) · Minimum $25,000 · Duration One year or less · Revenue Not Applicable
RE PCIP II Cobb Hill [2017-03-31] 16.5 M 49.7 M
Offered $16,457,500 · Filed 2016-08-31 (D) · Exemption 506(b) · Minimum $12,500 · Duration One year or less · Revenue Not Applicable
RE PCIP II Deer Park [2017-03-31] 4.7 M 2.9 M
Offered $4,714,000 · Filed 2017-03-29 (D) · Exemption 506(b) · Minimum $11,500 · Duration One year or less · Revenue Not Applicable
RE PCIP II Echelon Castle Rock [2017-03-31] 1.2 M 1.1 M
Offered $1,238,490 · Filed 2017-03-28 (D) · Exemption 506(b) · Minimum $7,150 · Duration One year or less · Revenue Not Applicable
RE PCIP II Lockwood Glen [2017-03-31] 1.5 M 2.3 M
Offered $1,512,210 · Filed 2017-03-28 (D) · Exemption 506(b) · Minimum $8,800 · Duration One year or less · Revenue Not Applicable
RE PCIP II Old Town [2017-03-31] 16.5 M 5.6 M
Offered $16,457,500 · Filed 2016-08-31 (D) · Exemption 506(b) · Minimum $10,000 · Duration One year or less · Revenue Not Applicable
RE PCIP II Tempe Town Lake [2017-03-31] 0.9 M 0.5 M
Offered $905,930 · Filed 2016-08-23 (D) · Exemption 506(b) · Minimum $25,000 · Duration One year or less · Revenue Not Applicable
RE PCIP Paradise Ridge Series [2017-03-31] 2.1 M 6.6 M
Offered $2,084,667 · Filed 2015-03-17 (D) · Exemption 506(b) · Minimum $25,000 · Duration One year or less · Revenue Not Applicable
RE PCIP Plano Hotels [2017-03-31] 0.2 M 0.8 M
Offered $228,350 · Filed 2015-10-13 (D) · Exemption 506(b) · Minimum $1,000 · Duration One year or less · Revenue Not Applicable
RE PCIP Portofino [2017-03-31] 4.4 M 17.8 M
Offered $4,435,700 · Filed 2015-03-17 (D) · Exemption 506(b) · Minimum $25,000 · Duration One year or less · Revenue Not Applicable
RE PCIP Riverhill Series [2017-03-31] 2.7 M 10.8 M
Offered $2,687,500 · Filed 2013-12-05 (D) · Exemption 506(b) · Minimum $25,000 · Duration One year or less · Revenue Not Applicable
RE PCIP Sugarloaf [2017-03-31] 2.0 M 7.2 M
Offered $1,968,967 · Filed 2015-03-17 (D) · Exemption 506(b) · Minimum $25,000 · Duration One year or less · Revenue Not Applicable
RE PCIP Summit [2017-03-31] 3.9 M 4.6 M
Offered $3,853,313 · Filed 2016-06-14 (D) · Exemption 506(b) · Minimum $25,000 · Duration One year or less · Revenue Not Applicable
RE PCIP Vanguard Clayton [2017-03-31] 1.1 M 1.8 M
Offered $1,084,030 · Filed 2015-10-13 (D) · Exemption 506(b) · Minimum $3,000 · Duration One year or less · Revenue Not Applicable
RE PCIP West Oaks [2017-03-31] 1.2 M 3.6 M
Offered $1,234,300 · Filed 2015-03-11 (D) · Exemption 506(b) · Minimum $25,000 · Duration One year or less · Revenue Not Applicable
RE PCP - Stone Mist LP [2017-03-31] 0.2 M 0.8 M
Offered $195,000 · Filed 2011-07-27 (D) · Exemption 506 · Minimum $10,000 · Duration One year or less · Revenue Not Applicable
RE PCP - the Ridge LP [2017-03-31] 1.1 M 3.8 M
Offered $1,101,714 · Filed 2011-12-09 (D) · Exemption 506 · Minimum $50,000 · Duration One year or less · Revenue No Revenues
RE PCP - Three Fountains LP [2017-03-31] 1.4 M 6.1 M
Offered $1,406,782 · Filed 2011-07-26 (D) · Exemption 506 · Minimum $10,000 · Duration One year or less · Revenue Not Applicable
RE PCP - Wynnewood LP [2017-03-31] 3.6 M 17.5 M
Offered $3,632,580 · Filed 2011-12-21 (D) · Exemption 506 · Minimum $100,000 · Duration One year or less · Revenue Not Applicable
RE Phoenix Real Estate Fund VIII LP [2017-03-31] 208.4 M 619.1 M
Offered $208,390,001 · Filed 2017-10-05 (D) · Exemption 506(c) · Minimum $1,000,000 · Duration One year or less · Revenue Decline to Disclose
RE Phoenix Real Estate Fund VII LP [2017-03-31] 62.9 M 38.7 M
Offered $100,000,000 · Filed 2015-10-23 (D) · Exemption 506(c) · Minimum $1,000,000 · Remaining $37,075,000 · Duration One year or less · Revenue Decline to Disclose
RE PHX - Avery Pointe LP [2017-03-31] 2.1 M 8.4 M
Offered $2,147,602 · Filed 2017-03-28 (D) · Exemption 506(b) · Minimum $10,000 · Duration One year or less · Revenue Not Applicable
RE PHX - Avery Pointe Sidecar LP [2017-03-31] 0.3 M 1.2 M
Offered $310,000 · Filed 2017-03-28 (D) · Exemption 506(b) · Minimum $100,000 · Duration One year or less · Revenue Not Applicable
RE PHX - McMillan CP LP [2017-03-31] 1.8 M 6.3 M
Offered $1,777,119 · Filed 2012-08-10 (D) · Exemption 506 · Minimum $100,000 · Duration One year or less · Revenue Not Applicable
RE PHX - McMillan CP Sidecar LP [2017-03-31] 0.1 M 0.5 M
Offered $150,000 · Filed 2012-08-10 (D) · Exemption 506 · Minimum $10,000 · Duration One year or less · Revenue Not Applicable
RE PHX - Silverado LP [2017-03-31] 1.5 M 6.3 M
Offered $1,451,565 · Filed 2013-10-31 (D) · Exemption 506(b) · Minimum $100,000 · Duration One year or less · Revenue No Revenues
RE PHX - Statesider LP [2017-03-31] 0.7 M 1.4 M
Offered $748,789 · Filed 2013-04-05 (D) · Exemption 506 · Minimum $50,000 · Duration One year or less · Revenue Not Applicable
RE Phoenix Real Estate Fund VI LP [2015-03-25] 67.9 M 178.7 M
Offered $75,000,000 · Filed 2014-06-16 (D) · Exemption 506(c) · Minimum $1,000,000 · Remaining $7,105,000 · Duration One year or less · Revenue Decline to Disclose
RE Phoenix Capital Realty Fund V LP [2013-03-28] 48.9 M 66.4 M
Offered $60,000,000 · Filed 2013-04-03 (D) · Exemption 506 · Minimum $125,000 · Remaining $11,100,000 · Duration One year or less · Revenue Decline to Disclose
RE Champion 2012 Partners LP [2012-02-16] 20.5 M 15.5 M
Offered $100,000,000 · Filed 2011-12-28 (D) · Exemption 506 · Minimum $100,000 · Remaining $79,497,500 · Duration More than one year · Revenue $1 - $1,000,000
RE Phoenix 2009 Partners LP [2012-02-16] 27.8 M 0.2 M
Offered $150,000,000 · Filed 2009-02-05 (D) · Exemption 506 · Minimum $50,000 · Remaining $122,250,000 · Duration One year or less · Revenue Over $100,000,000
RE Phoenix 2010 Partners LP [2012-02-16] 40.4 M 25.2 M
Offered $150,000,000 · Filed 2011-01-14 (D) · Exemption 506 · Minimum $100,000 · Remaining $109,610,000 · Duration One year or less · Revenue No Revenues
RE Phoenix 2011 Partners LP [2012-02-16] 23.6 M 14.0 M
Offered $50,000,000 · Filed 2011-03-23 (D) · Exemption 506 · Minimum $100,000 · Remaining $26,415,000 · Duration One year or less · Revenue $1 - $1,000,000
AUM Breakdown Accounts AUM ($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
ServesInstitutional
Fund TypesReal Estate
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