PCIM REALTY ADVISORS, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1RICHARD LYON
Chief Compliance Officer / Chief Financial OfficerCRD 6283176
Contacts
3 of 3Ethan Beasley
CRD 8241254
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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