Pcim Realty Advisors, LLC
Firm details
- Headquarters
- Addison, Texas
- CRD number
- 313281
- Registered since
- May 2, 2022
- Website
- www.pcpre.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Pcim Realty Advisors, LLC is an institutional registered investment adviser formed as an LLC and SEC-registered in 2022. The firm focuses on managing pooled investment vehicles and serves institutional clients. It operates as an owner-controlled practice (owner type listed as individual) and performs roles beyond asset management, including acting as sponsor, general partner, and managing member of pooled vehicles. Pcim Realty Advisors charges fees based on a percentage of assets under management and may assess performance-based and other fees. The firm does not identify itself as an active ESG investor and is not described as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Richard Lyon
Chief Compliance Officer / Chief Financial OfficerCRD 6283176
Ethan Beasley
Chief Compliance OfficerCRD 8241254
Contacts
2 of 2
Stephen Mastor
Managing PartnerCRD 1080374
Andrew Scott
PartnerCRD 2230630
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Addison, TX
Dallas
Location
Addison, TX
Headquartered in Addison, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 15725 Dallas Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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