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| Phoenix Realty Group LLC
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| CRD # | 160249 |
| SEC # | 801-74246 |
| CIK # | |
| AUM | $272.5 M (2025-03-24) |
| Employees | 19 (37% Investors, 0% Brokers) |
| Phone | 212-207-1999 |
| Address | 410 Park Avenue New York, NY 10022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | PRG Multifamily Value-Added Fund IV LP | [2025-03-24] | 20.5 | 0.0 |
| RE | 351 Los TRES LP LLC | [2022-03-30] | 0.0 | 46.0 |
| RE | Merced 204 Member LLC | [2022-03-30] | 1.4 | 43.6 |
| RE | PRG Multifamily Strategic Value Fund II LLC | [2022-03-30] | 21.1 | 582.6 |
| RE | Winter Park 288 Member LLC | 2021-03-26 | 64.4 | |
| RE | PRG Jamaica II QOF LLC | [2020-03-26] | 4.2 | 216.8 |
| RE | PRG Multifamily Value Added Fund III LP | [2019-03-22] | 41.1 | 281.2 |
| RE | PRG Multifamily Strategic Value Fund LLC | [2018-03-28] | 11.9 | 130.0 |
| RE | Orlando 301 Member LLC | [2017-03-31] | 3.5 | 19.8 |
| RE | Orlando 301 Venture LLC | 2017-03-31 | 79.3 | |
| 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 | 18 | 272.5 |
| (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 | 18 | 272.5 |
| By Discretionary | ||
| Discretionary | 5 | 142.6 |
| Non-Discretionary | 13 | 129.9 |
| Total | 18 | 272.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.5 | |
| Total | 18 | 272.5 |
| Limited Partners | 2011 - 2025 |
|---|---|
| New York State and Local Retirement System | |
| New York State Common Retirement Fund | |
| Teachers' Retirement System of the City of New York |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Daniel Epstein | 23 | |||
| Keith Rosenthal | 18 | |||
| Robert Svatos | 18 | |||
| E Dupree | 17 | |||
| Rob Singh | 17 | |||
| Charles Mueller Jr | 16 | |||
| Ralph Tilley | 14 | |||
| J Fried | 9 | |||
| Continental American Properties Ltd | 9 | |||
| DJE Financial Corp | 8 | |||
| View All | ||||
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