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| Phoenix Realty Group LLC
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| CRD # | 160249 |
| SEC # | 801-74246 |
| CIK # | |
| AUM | 208.5 M (2026-03-26) |
| Employees | 17 (41% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-207-1999 |
| Address | 410 Park Avenue New York, NY 10022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| In the News | |
|---|---|
| Tue, 02 Jun 2026 | Newmark Phoenix Realty Group hires Gary Marcy — Jacksonville Daily Record |
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | PRG Multifamily Value-Added Fund IV LP | [2025-03-24] | 20.5 M | 59.0 M |
| Filed 2025-06-06 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Commission $15,000 · Revenue Decline to Disclose | ||||
| RE | 351 Los TRES LP LLC | [2022-03-30] | 47.2 M | |
| Offered $10,000,000 · Filed 2021-05-17 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining $10,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Merced 204 Member LLC | [2022-03-30] | 1.4 M | 47.5 M |
| Offered $1,411,765 · Filed 2022-03-23 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Commission $5,250 · Net Assets Decline to Disclose | ||||
| RE | PRG Multifamily Strategic Value Fund II LLC | [2022-03-30] | 21.1 M | 553.6 M |
| Offered $50,000,000 · Filed 2022-01-13 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $28,900,000 · Duration One year or less · Commission $80,250 · Net Assets Decline to Disclose | ||||
| RE | Winter Park 288 Member LLC | 2021-03-26 | 58.0 M | |
| RE | PRG Jamaica II QOF LLC | [2020-03-26] | 4.2 M | 209.9 M |
| Offered $4,250,000 · Filed 2020-03-24 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | PRG Multifamily Value Added Fund III LP | [2019-03-22] | 41.1 M | 215.9 M |
| Filed 2020-11-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $595,360 · Revenue Decline to Disclose | ||||
| RE | PRG Multifamily Strategic Value Fund LLC | [2018-03-28] | 11.9 M | 128.1 M |
| Offered $50,000,000 · Filed 2017-04-17 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $38,103,500 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Orlando 301 Member LLC | [2017-03-31] | 3.5 M | 17.3 M |
| Offered $3,500,000 · Filed 2017-03-31 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Orlando 301 Venture LLC | 2017-03-31 | 69.1 M | |
| RE | PRG Jamaica II Member LLC | [2017-03-31] | 1.7 M | 7.7 M |
| Offered $2,500,000 · Filed 2017-03-30 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $800,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | 10101 SW 14 JV Holdings LLC | 2016-03-30 | 76.4 M | |
| RE | 10101 SW 14 Member LLC | [2016-03-30] | 2.7 M | 11.5 M |
| Offered $2,715,000 · Filed 2015-03-09 (D/A) · Exemption 506(b) · Minimum $250,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | 91st Court Member LLC | [2016-03-30] | 0.5 M | 10.3 M |
| Offered $2,301,720 · Filed 2015-08-20 (D) · Exemption 506(b) · Minimum $250,000 · Remaining $1,801,720 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | 91st Court Venture LLC | 2016-03-30 | 146.5 M | |
| RE | Hayward 544 Member LLC | [2016-03-30] | 2.0 M | 11.0 M |
| Offered $2,325,000 · Filed 2015-12-23 (D) · Exemption 506(b) · Minimum $100,000 · Remaining $275,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Hayward 544 Venture LLC | 2016-03-30 | 220.0 M | |
| RE | Keith Kelly Preservation Associates LLC | 2016-03-30 | 107.4 M | |
| RE | PRG 94th Jamaica Member LLC | 2016-03-30 | 134.3 M | |
| RE | PRG Paragon Member LLC | 2016-03-30 | ||
| RE | 11850 East Maple Holdings LP | 2015-04-01 | ||
| RE | 11850 East Maple Member LLC | [2015-04-01] | 0.8 M | |
| Offered $847,674 · Filed 2015-03-31 (D) · Exemption 506(b) · Minimum $50,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | 12702 University Club LLC | 2015-04-01 | ||
| RE | 12702 University Club Member LLC | [2015-04-01] | 1.6 M | |
| Offered $1,625,743 · Filed 2015-03-09 (D) · Exemption 506(b) · Minimum $25,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | 211 Pomeroy LLC | 2015-04-01 | 34.0 M | |
| RE | 211 Pomeroy Member LLC | [2015-04-01] | 0.5 M | 3.4 M |
| Offered $450,000 · Filed 2015-03-31 (D) · Exemption 506(b) · Minimum $450,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | SF Valley Investor LLC | [2014-03-31] | 2.0 M | 38.1 M |
| Offered $5,820,000 · Filed 2014-02-05 (D) · Exemption 506(b) · Minimum $10,000 · Remaining $3,785,000 · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| RE | California Urban Housing Fund LLC | [2012-02-15] | 0.5 M | 0.1 M |
| Offered $450,000 · Filed 2015-03-31 (D) · Exemption 506(b) · Minimum $450,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Genesis Workforce Housing Fund II LLC | 2012-02-15 | 0.2 M | |
| RE | Genesis Workforce Housing Fund LLC | 2012-02-15 | ||
| RE | Metropolitan Workforce Housing Fund LLC | 2012-02-15 | 10.6 M | |
| RE | Phoenix Realty California Properties LP | 2012-02-15 | 2.1 M | |
| RE | Phoenix Realty Fund Investors III LLC | 2012-02-15 | 0.0 M | |
| RE | Phoenix Realty Fund Investors I LLC | 2012-02-15 | ||
| RE | Phoenix Realty Tax Credit Fund II LP | 2012-02-15 | 11.2 M | |
| RE | Phoenix Realty Tax Credit Fund IV LP | 2012-02-15 | 25.2 M | |
| RE | Phoenix Realty Tax Credit Fund VIII LP | 2012-02-15 | ||
| RE | Phoenix Realty Tax Credit Fund VII LP | [2012-02-15] | 5.8 M | |
| RE | Phoenix Realty Tax Credit Fund VI LP | 2012-02-15 | 41.5 M | |
| RE | Phoenix Realty Tax Credit Fund V LP | 2012-02-15 | 4.8 M | |
| RE | PRG Fund Investors IV LLC | [2012-02-15] | 1.5 M | 0.3 M |
| Offered $3,376,604 · Filed 2011-12-22 (D) · Exemption 506 · Minimum $100,000 · Remaining $1,876,604 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | PRG Fund Investors V LLC | 2012-02-15 | 0.0 M | |
| RE | PRG Metropolitan Investors LLC | 2012-02-15 | 0.2 M | |
| AUM Breakdown | Accounts | AUM ($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 | 15 | 208.5 |
| (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 | 15 | 208.5 |
| By Discretionary | ||
| Discretionary | 4 | 58.2 |
| Non-Discretionary | 11 | 150.3 |
| Total | 15 | 208.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 208.5 | |
| Total | 15 | 208.5 |
| Limited Partners | 2011 - 2026 |
|---|---|
| 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 | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Daniel Epstein | Executive Officer | 23 | 2 | |
| Rob Singh | Executive Officer | 18 | 2 | |
| Robert Svatos | Executive Officer | 18 | 2 | |
| Keith Rosenthal | Executive Officer | 18 | 2 | |
| E Dupree | Executive Officer | 17 | 2 | |
| Charles Mueller Jr | Executive Officer | 16 | 2 | |
| Ralph Tilley | Executive Officer | 14 | 2 | |
| J Fried | Executive Officer | 9 | 2 | |
| Continental American Properties Ltd | Promoter | 9 | 2 | |
| Dje Financial Corp | Promoter | 8 | 2 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional |
| Fund Types | Private Equity, Real Estate |
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