CANYON PARTNERS REAL ESTATE LLC

RIASEC RegisteredEst. 1998
Total AUM
$2.9B
Discretionary
$2.9B
100% of AUM
Avg account
$127M
Accounts
23
Employees
198
Advisory reps
9

Firm details

Headquarters
DALLAS, Texas
CRD number
107880
Registered since
June 18, 1998
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Canyon Partners Real Estate LLC is a real estate-focused investment manager organized as a limited liability company and SEC-registered since 1998. The firm’s business centers on managing pooled real estate vehicles for institutional clients, serving both as an investment adviser and as sponsor/GP for pooled funds. Its advisory mandate includes portfolio management for pooled investment vehicles and for institutions, and selection of sub‑advisers when appropriate. Investment activity emphasizes real estate strategies while incorporating broader credit and alternative exposures. The firm reports being an active ESG investor, which typically translates into integrating environmental and tenant‑level considerations into underwriting, asset management and disposal decisions across property portfolios. Fee arrangements combine a percentage of assets under management with performance-based fees, aligning compensation with realized returns. Canyon Partners Real Estate maintains industry relationships across the capital stack and distribution chain: it operates as an adviser and sponsor, and is affiliated with broker‑dealer and other investment adviser activities. That combination signals a capability to both originate and manage assets internally and to allocate to third‑party managers when specialization or co‑investment makes sense.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Luis Silva

    Chief Financial OfficerCRD 7325918

  • MITCHELL JULIS

    Co-Founder, Co-Chairman and Co-CEOCRD 1223735

  • DOUGLAS ANDERSON

    Partner & Chief Compliance OfficerCRD 5079532

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Contacts

3 of 4
  • STACY SILVERMAN

    Registered RepresentativeCRD 5162029

  • STEPHEN CHO

    Managing DirectorCRD 5716604

  • JONATHAN KAPLAN

    PartnerCRD 5506077

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
2728 N Harwood St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth