Phoenix Capital Realty Advisors LLC

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Phoenix Capital Realty Advisors LLC ✚
CRD #	161129
SEC #	801-74334
CIK #
AUM	$233.4 MM (2024-03-28)
Employees	17 (82% Investors, 0% Brokers)
Phone	972-866-7577
Address	15725 North Dallas Parkway Addison, TX 75001
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($MM) Copy

Type	Form D Funds	Date	Sold ($MM)	AUM ($MM)
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
RE	PCIP CityView Series	[2017-03-31]	1.2	4.3
RE	PCIP Farmhouse	[2017-03-31]	2.1	2.6
RE	PCIP Franklin SELF Storage	[2017-03-31]	2.3	6.6
RE	PCIP Gateway Pavillions Series	[2017-03-31]	1.9	7.1
RE	PCIP Harpers Preserve	[2017-03-31]	1.6	5.4
RE	PCIP Henderson	[2017-03-31]	4.1	9.1
RE	PCIP Houston Hotels I Series	[2017-03-31]	0.2	0.9
RE	PCIP II Cobb Hill	[2017-03-31]	16.5	49.7
RE	PCIP II Deer Park	[2017-03-31]	4.7	2.9
RE	PCIP II Echelon Castle Rock	[2017-03-31]	1.2	1.1
RE	PCIP II Lockwood Glen	[2017-03-31]	1.5	2.3
RE	PCIP II Old Town	[2017-03-31]	5.6	5.6
RE	PCIP II Tempe Town Lake	[2017-03-31]	0.9	0.5
RE	PCIP Paradise Ridge Series	[2017-03-31]	2.1	6.6
RE	PCIP Plano Hotels	[2017-03-31]	0.2	0.8
RE	PCIP Portofino	[2017-03-31]	4.4	17.8
RE	PCIP Riverhill Series	[2017-03-31]	2.7	10.8
RE	PCIP Sugarloaf	[2017-03-31]	2.0	7.2
RE	PCIP Summit	[2017-03-31]	3.9	4.6
RE	PCIP Vanguard Clayton	[2017-03-31]	1.1	1.8
RE	PCIP West Oaks	[2017-03-31]	1.2	3.6
RE	PCP - Stone MIST LP	[2017-03-31]	0.2	0.8
RE	PCP - the Ridge LP	[2017-03-31]	1.1	3.8
RE	PCP - Three Fountains LP	[2017-03-31]	1.4	6.1
RE	PCP - Wynnewood LP	[2017-03-31]	3.6	17.5
RE	Phoenix Real Estate Fund VIII LP	[2017-03-31]	208.4	619.1
RE	Phoenix Real Estate Fund VII LP	[2017-03-31]	62.9	38.7
RE	PHX - Avery Pointe LP	[2017-03-31]	2.1	8.4
RE	PHX - Avery Pointe Sidecar LP	[2017-03-31]	0.3	1.2
RE	PHX - McMillan CP LP	[2017-03-31]	1.8	6.3
RE	PHX - McMillan CP Sidecar LP	[2017-03-31]	0.1	0.5
RE	PHX - Silverado LP	[2017-03-31]	1.5	6.3
RE	PHX - Statesider LP	[2017-03-31]	0.7	1.4
RE	Phoenix Real Estate Fund VI LP	[2015-03-25]	67.9	178.7
RE	Phoenix Capital Realty Fund V LP	[2013-03-28]	48.9	66.4
RE	Champion 2012 Partners LP	[2012-02-16]	20.5	15.5
RE	Phoenix 2009 Partners LP	[2012-02-16]	27.8	0.2
RE	Phoenix 2010 Partners LP	[2012-02-16]	40.4	25.2
RE	Phoenix 2011 Partners LP	[2012-02-16]	23.6	14.0

AUM Breakdown	Accounts	AUM ($MM)
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	4	233.4
(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	4	233.4
By Discretionary
Discretionary	4	233.4
Non-Discretionary	0	0.0
Total	4	233.4
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		233.4
Total	4	233.4

Form D Directors	# Filings	# Firms	2011 - 2024
John Howard	248
Stephen Mastor	118
David Heath	43
Bruce Williams	27
Andrew Scott	12
Jeffrey Swope	7
Hammond Heath	4
Phoenix VI GP LLC	3
Phoenix Fund VI GenPar LP	3
Phoenix VII GP LLC	2
View All

Comparable Firms	State	AUM ($BB)
Fairbridge Asset Management LLC ✚	CT	0.3
SHE DDF1 Manager LLC ✚	FL	0.2
Ddelta Real Estate Investments Inc ✚	TX	0.2
Titan Fund Management LLC ✚	NM	0.2
CT Investment Management Co LLC ✚	NY	0.2
Beyond Global Management LLC ✚	TX	0.2
Pinnacle Partner Management LLC ✚	WA	0.2
Seminole Advisory Services LLC ✚	FL	0.2
Humphreys Capital LLC ✚	OK	0.2
Tricon Capital GP Inc ✚		0.2

Phoenix Capital Realty Advisors LLC

Assets, Funds, Holdings