PCIM REALTY ADVISORS, LLC

RIASEC RegisteredEst. 2022
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$306M
Accounts
4
Employees
19
Advisory reps
4

Firm details

Headquarters
Addison, Texas
CRD number
313281
Registered since
May 2, 2022
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pcim Realty Advisors, LLC is an SEC-registered limited liability company that provides portfolio management for pooled investment vehicles. The firm was registered in 2022 and is owned by an individual proprietor. Its client base is institutional, and its compensation arrangements include asset-based fees, performance‑linked fees, and other fee types. Pcim Realty Advisors is not identified as an active ESG investor, is not a multi-state adviser, and is not set up as a capital allocator; it also does not list pension consulting among its activities. Industry affiliations indicate the firm can act as an adviser and sponsor and serve as a GP/managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • RICHARD LYON

    Chief Compliance Officer / Chief Financial OfficerCRD 6283176

Contacts

3 of 3
  • Ethan Beasley

    CRD 8241254

  • STEPHEN MASTOR

    Managing PartnerCRD 1080374

  • ANDREW SCOTT

    PartnerCRD 2230630

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth