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⚲
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| Phoenix Realty Group LLC
✚
|
|
|---|---|
| CRD # | 160249 |
| SEC # | 801-74246 |
| CIK # | |
| AUM | $157.9 MM (2023-03-22) |
| Employees | 19 (37% Investors, 0% Brokers) |
| Phone | 212-207-1999 |
| Address | 551 Madison Avenue, Ste 801 New York, NY 10022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | 351 Los TRES LP LLC | [2022-03-30] | 0.0 | 44.9 |
| RE | Merced 204 Member LLC | [2022-03-30] | 1.4 | 39.6 |
| RE | PRG Multifamily Strategic Value Fund II LLC | [2022-03-30] | 21.1 | 569.7 |
| RE | Winter Park 288 Member LLC | 2021-03-26 | 67.3 | |
| RE | PRG Jamaica II QOF LLC | [2020-03-26] | 4.2 | 213.8 |
| RE | PRG Multifamily Value Added Fund III LP | [2019-03-22] | 41.1 | 376.3 |
| RE | PRG Multifamily Strategic Value Fund LLC | [2018-03-28] | 11.9 | 0.1 |
| RE | Orlando 301 Member LLC | [2017-03-31] | 3.5 | 19.3 |
| RE | Orlando 301 Venture LLC | 2017-03-31 | 77.1 | |
| RE | PRG Jamaica II Member LLC | [2017-03-31] | 1.7 | 7.7 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 18 | 157.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 18 | 157.9 |
| By Discretionary | ||
| Discretionary | 4 | 73.2 |
| Non-Discretionary | 14 | 84.7 |
| Total | 18 | 157.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 157.9 | |
| Total | 18 | 157.9 |
| Limited Partners | 2011 - 2024 |
|---|---|
| New York State and Local Retirement System | |
| New York State Common Retirement Fund | |
| Teachers' Retirement System of the City of New York |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Daniel Epstein | 22 | |||
| Robert Svatos | 17 | |||
| E Dupree | 17 | |||
| Charles Mueller Jr | 16 | |||
| Keith Rosenthal | 16 | |||
| Rob Singh | 15 | |||
| Ralph Tilley | 14 | |||
| Continental American Properties Ltd | 9 | |||
| J Fried | 9 | |||
| DJE Financial Corp | 8 | |||
| View All | ||||
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
MP RIA LLC
✚
|
CO | 0.2 |
|
ECP Investment Advisors LLC
✚
|
TX | 0.2 |
|
Winthrop Capital Advisors LLC
✚
|
MA | 0.2 |
|
Sortis Fund Manager LLC
✚
|
OR | 0.2 |
|
Hunt Investment Management LLC
✚
|
NY | 0.2 |
|
CMR Capital Management LLC
✚
|
CA | 0.2 |
|
Gamma Real Estate Capital Management Inc
✚
|
NY | 0.2 |
|
VFPE Advisors LLC
✚
|
PA | 0.2 |
|
Pear Tree Partners LP
✚
|
MA | 0.1 |
|
MCM Advisers LP
✚
|
CA | 0.1 |