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 institutional registered investment adviser formed as an LLC and SEC-registered in 2022. The firm serves institutional clients and provides portfolio management for pooled investment vehicles; it also acts as a sponsor and managing member/GP of those vehicles. Ownership is listed as individual, and the adviser is not designated as a capital allocator. Fee arrangements include a percentage of AUM plus performance-based fees and other fee structures tied to pooled vehicle management. Pcim Realty Advisors is not identified as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or related adviser.
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 2Ethan Beasley
Chief Compliance OfficerCRD 8241254

Richard Lyon
Chief Compliance Officer / Chief Financial OfficerCRD 6283176
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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