Phoenix Realty Group LLC

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Phoenix Realty Group LLC ✚
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) Copy

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
RE	PRG Jamaica II Member LLC	[2017-03-31]	1.7	7.7
RE	10101 SW 14 JV Holdings LLC	2016-03-30		76.4
RE	10101 SW 14 Member LLC	[2016-03-30]	2.7	11.5
RE	91st Court Member LLC	[2016-03-30]	0.5	10.3
RE	91st Court Venture LLC	2016-03-30		146.5
RE	Hayward 544 Member LLC	[2016-03-30]	2.0	11.0
RE	Hayward 544 Venture LLC	2016-03-30		220.0
RE	Keith Kelly Preservation Associates LLC	2016-03-30		93.6
RE	PRG 94th Jamaica Member LLC	2016-03-30		157.2
RE	PRG Paragon Member LLC	2016-03-30		0.0
RE	11850 East Maple Holdings LP	2015-04-01		0.0
RE	11850 East Maple Member LLC	[2015-04-01]	0.8	0.0
RE	12702 University Club LLC	2015-04-01		0.0
RE	12702 University Club Member LLC	[2015-04-01]	1.6	0.0
RE	211 Pomeroy LLC	2015-04-01		34.0
RE	211 Pomeroy Member LLC	[2015-04-01]	0.5	3.4
RE	SF Valley Investor LLC	[2014-03-31]	2.0	38.1
RE	California Urban Housing Fund LLC	[2012-02-15]	0.5	0.1
RE	Genesis Workforce Housing Fund II LLC	2012-02-15		0.2
RE	Genesis Workforce Housing Fund LLC	2012-02-15		0.0
RE	Metropolitan Workforce Housing Fund LLC	2012-02-15		10.6
RE	Phoenix Realty California Properties LP	2012-02-15		2.1
RE	Phoenix Realty Fund Investors III LLC	2012-02-15		0.0
RE	Phoenix Realty Fund Investors I LLC	2012-02-15		0.0
RE	Phoenix Realty Tax Credit Fund II LP	2012-02-15		13.8
RE	Phoenix Realty Tax Credit Fund IV LP	2012-02-15		25.2
RE	Phoenix Realty Tax Credit Fund VIII LP	2012-02-15		0.0
RE	Phoenix Realty Tax Credit Fund VII LP	[2012-02-15]		5.7
RE	Phoenix Realty Tax Credit Fund VI LP	2012-02-15		41.1
RE	Phoenix Realty Tax Credit Fund V LP	2012-02-15		4.8
RE	PRG Fund Investors IV LLC	[2012-02-15]	1.5	0.3
RE	PRG Fund Investors V LLC	2012-02-15		0.0
RE	PRG Metropolitan Investors LLC	2012-02-15		0.2

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

Comparable Firms	State	AUM ($B)
Resilient Capital Management LLC ✚	TX	0.3
Wilmington Trust Asset Management LLC ✚	DE	0.3
Private Investor Club LLC ✚		0.3
GF Capital Asset Advisors LLC ✚	NY	0.3
Revitate Fund Advisor LLC ✚	CA	0.3
Inceptiv Management LP ✚	CA	0.3
10 East Partners LLC ✚	NY	0.3
CMR Capital Management LLC ✚	CA	0.2
Prescott Advisors LLC ✚	TX	0.2
Primestor Investment Management LLC ✚	CA	0.2

Phoenix Realty Group LLC

Assets, Funds, Holdings